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Disclosery

Modern Wealth Management, LLC: HFSI position timeline

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

Modern Wealth Management, LLC held 773,637 HFSI 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 773,637 shares
    Change vs previous 13F +67,633 shares

    0.32% of the 13F portfolio, value $27,201,066.

    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 706,004 shares
    Change vs previous 13F +75,521 shares

    0.42% of the 13F portfolio, value $24,554,834.

    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 630,483 shares
    Change vs previous 13F +112,275 shares

    0.41% of the 13F portfolio, value $22,369,534.

    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 518,208 shares
    Change vs previous 13F +183,549 shares

    0.36% of the 13F portfolio, value $18,427,462.

    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 334,659 shares
    Change vs previous 13F +95,719 shares

    0.29% of the 13F portfolio, value $11,686,301.

    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 238,940 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,255,139.

    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).