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Disclosery

Modern Wealth Management, LLC: FSK position timeline

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

Modern Wealth Management, LLC held 308,991 FSK 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 308,991 shares
    Change vs previous 13F -31,100 shares

    0.04% of the 13F portfolio, value $3,244,403.

    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 340,091 shares
    Change vs previous 13F -19,382 shares

    0.06% of the 13F portfolio, value $3,438,322.

    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 359,473 shares
    Change vs previous 13F -26,695 shares

    0.1% of the 13F portfolio, value $5,323,792.

    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 386,168 shares
    Change vs previous 13F -6,359 shares

    0.11% of the 13F portfolio, value $5,765,484.

    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 392,527 shares
    Change vs previous 13F -8,566 shares

    0.2% of the 13F portfolio, value $8,144,926.

    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 401,093 shares
    Change vs previous 13F -165 shares

    0.27% of the 13F portfolio, value $8,402,896.

    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 401,258 shares
    Change vs previous 13F +5,420 shares

    0.33% of the 13F portfolio, value $8,715,326.

    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).

  8. period ended2024-09-30
    13F/A 395,838 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,809,887.

    13F-HR/A 0002001900-25-000015 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).