Modern Wealth Management, LLC: FPWR position timeline

Modern Wealth Management, LLC held 0 FPWR shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -7,001 shares

   13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 7,001 shares

   Change vs previous 13F -11,864 shares

   <0.01% of the 13F portfolio, value $233,628.

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F/A 18,865 shares

   Change vs previous 13F -5,286 shares

   0.01% of the 13F portfolio, value $599,364.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F/A 24,151 shares

   Change vs previous 13F -9,091 shares

   0.02% of the 13F portfolio, value $740,762.

   13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
   Filed 2025-06-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F/A 33,242 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $959,697.

   13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
   Filed 2025-05-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).