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Modern Wealth Management, LLC: AVGE position timeline

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

Modern Wealth Management, LLC held 3,357 AVGE 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 3,357 shares
    Change vs previous 13F -15,975 shares

    <0.01% of the 13F portfolio, value $332,679.

    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 19,332 shares
    Change vs previous 13F -1,576 shares

    0.03% of the 13F portfolio, value $1,712,815.

    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 20,908 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $1,796,206.

    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 20,742 shares
    Change vs previous 13F +609 shares

    0.03% of the 13F portfolio, value $1,730,090.

    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 20,133 shares
    Change vs previous 13F -478 shares

    0.04% of the 13F portfolio, value $1,559,905.

    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 20,611 shares
    Change vs previous 13F -722 shares

    0.05% of the 13F portfolio, value $1,467,297.

    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 21,333 shares
    Change vs previous 13F -196,759 shares

    0.06% of the 13F portfolio, value $1,543,869.

    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 218,092 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $20,481,120.

    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).