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Disclosery

Modern Wealth Management, LLC: FTLS position timeline

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

Modern Wealth Management, LLC held 11,956 FTLS 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 11,956 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $882,337.

    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 11,832 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $835,464.

    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 11,826 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $839,527.

    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 12,092 shares
    Change vs previous 13F -6,489 shares

    0.02% of the 13F portfolio, value $845,830.

    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 18,581 shares
    Change vs previous 13F -111,970 shares

    0.03% of the 13F portfolio, value $1,231,540.

    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 130,551 shares
    Change vs previous 13F -8,679 shares

    0.27% of the 13F portfolio, value $8,365,732.

    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 139,230 shares
    Change vs previous 13F -2,990 shares

    0.34% of the 13F portfolio, value $9,162,728.

    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 142,220 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $9,026,715.

    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).