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Disclosery

Modern Wealth Management, LLC: FTEC position timeline

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

Modern Wealth Management, LLC held 7,392 FTEC 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 7,392 shares
    Change vs previous 13F +115 shares

    0.03% of the 13F portfolio, value $2,111,002.

    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 7,277 shares
    Change vs previous 13F -946 shares

    0.03% of the 13F portfolio, value $1,533,332.

    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 8,223 shares
    Change vs previous 13F -3,110 shares

    0.03% of the 13F portfolio, value $1,847,555.

    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 11,333 shares
    Change vs previous 13F -16,875 shares

    0.05% of the 13F portfolio, value $2,517,770.

    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 28,208 shares
    Change vs previous 13F +1,086 shares

    0.14% of the 13F portfolio, value $5,563,250.

    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 27,122 shares
    Change vs previous 13F +382 shares

    0.14% of the 13F portfolio, value $4,373,948.

    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 26,740 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,943,695.

    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).