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Disclosery

Modern Wealth Management, LLC: FYLD position timeline

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

Modern Wealth Management, LLC held 23,403 FYLD 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 23,403 shares
    Change vs previous 13F -45,405 shares

    0.01% of the 13F portfolio, value $853,975.

    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 68,808 shares
    Change vs previous 13F -7,807 shares

    0.04% of the 13F portfolio, value $2,561,034.

    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 76,615 shares
    Change vs previous 13F -1,659 shares

    0.05% of the 13F portfolio, value $2,489,221.

    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 78,274 shares
    Change vs previous 13F -4,599 shares

    0.05% of the 13F portfolio, value $2,441,366.

    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 82,873 shares
    Change vs previous 13F -1,723 shares

    0.06% of the 13F portfolio, value $2,423,210.

    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 84,596 shares
    Change vs previous 13F +9,434 shares

    0.07% of the 13F portfolio, value $2,278,173.

    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 75,162 shares
    Change vs previous 13F +2,145 shares

    0.07% of the 13F portfolio, value $1,894,836.

    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 73,017 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,033,523.

    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).