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Modern Wealth Management, LLC: FSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on FSCO, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 169,833 FSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,833 shares
    Change vs previous 13F +1,285 shares

    0.01% of the 13F portfolio, value $847,467.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 168,548 shares
    Change vs previous 13F -13,061 shares

    0.01% of the 13F portfolio, value $868,022.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 181,609 shares
    Change vs previous 13F +13,381 shares

    0.02% of the 13F portfolio, value $1,144,137.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 168,228 shares
    Change vs previous 13F -21,600 shares

    0.02% of the 13F portfolio, value $1,162,455.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 189,828 shares
    Change vs previous 13F +21,100 shares

    0.03% of the 13F portfolio, value $1,378,151.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 168,728 shares
    Change vs previous 13F -3,435 shares

    0.04% of the 13F portfolio, value $1,189,532.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 172,163 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,174,152.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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