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Modern Wealth Management, LLC: FXR position timeline

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

Modern Wealth Management, LLC held 98,910 FXR 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 98,910 shares
    Change vs previous 13F +2,222 shares

    0.11% of the 13F portfolio, value $9,012,666.

    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 96,688 shares
    Change vs previous 13F -628 shares

    0.14% of the 13F portfolio, value $7,977,699.

    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 97,316 shares
    Change vs previous 13F +1,974 shares

    0.14% of the 13F portfolio, value $7,772,635.

    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 95,342 shares
    Change vs previous 13F -51 shares

    0.15% of the 13F portfolio, value $7,442,400.

    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 95,393 shares
    Change vs previous 13F -1,093 shares

    0.18% of the 13F portfolio, value $7,080,070.

    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 96,486 shares
    Change vs previous 13F -84 shares

    0.21% of the 13F portfolio, value $6,719,293.

    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 96,570 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,224,409.

    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).