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Disclosery

M Wealth Management, LLC: VDC position timeline

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

M Wealth Management, LLC held 3,081 VDC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,081 shares
    Change vs previous 13F +11 shares

    0.55% of the 13F portfolio, value $694,809.

    13F-HR 0001172661-26-002811 filed by M 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 3,070 shares
    Change vs previous 13F +12 shares

    0.58% of the 13F portfolio, value $689,477.

    13F-HR 0001172661-26-002210 filed by M 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 3,058 shares
    Change vs previous 13F +12 shares

    0.56% of the 13F portfolio, value $646,042.

    13F-HR 0001172661-26-000383 filed by M 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 3,046 shares
    Change vs previous 13F -425 shares

    0.57% of the 13F portfolio, value $651,056.

    13F-HR 0001172661-25-004346 filed by M 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 3,471 shares
    Change vs previous 13F +12 shares

    0.7% of the 13F portfolio, value $760,149.

    13F-HR 0001172661-25-003023 filed by M 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 3,459 shares
    Change vs previous 13F +11 shares

    0.71% of the 13F portfolio, value $756,918.

    13F-HR 0001172661-25-001922 filed by M 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 3,448 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $728,810.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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