Skip to content

M Wealth Management, LLC: VXUS position timeline

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

M Wealth Management, LLC held 123,490 VXUS 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 123,490 shares
    Change vs previous 13F +639 shares

    8.29% of the 13F portfolio, value $10,557,140.

    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 122,851 shares
    Change vs previous 13F +2,367 shares

    7.97% of the 13F portfolio, value $9,473,050.

    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 120,484 shares
    Change vs previous 13F +2,282 shares

    7.91% of the 13F portfolio, value $9,089,337.

    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 118,202 shares
    Change vs previous 13F +488 shares

    7.63% of the 13F portfolio, value $8,683,139.

    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 117,714 shares
    Change vs previous 13F +324 shares

    7.5% of the 13F portfolio, value $8,132,861.

    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 117,390 shares
    Change vs previous 13F -934 shares

    6.79% of the 13F portfolio, value $7,289,919.

    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 118,324 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $6,972,834.

    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).