Modern Wealth Management, LLC: TELFY position timeline

Modern Wealth Management, LLC held 0 TELFY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -35,258 shares

   13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 35,258 shares

   Change vs previous 13F -7,586 shares

   <0.01% of the 13F portfolio, value $142,795.

   13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 42,844 shares

   Change vs previous 13F +3,419 shares

   <0.01% of the 13F portfolio, value $217,649.

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F/A 39,425 shares

   Change vs previous 13F +13,152 shares

   0.01% of the 13F portfolio, value $206,193.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F/A 26,273 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $122,432.

   13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
   Filed 2025-06-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).