Skip to content
Disclosery

Modern Wealth Management, LLC: AVK position timeline

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

Modern Wealth Management, LLC held 54,307 AVK 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 54,307 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $711,419.

    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 54,235 shares
    Change vs previous 13F -7,596 shares

    0.01% of the 13F portfolio, value $616,652.

    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 61,831 shares
    Change vs previous 13F -11,456 shares

    0.01% of the 13F portfolio, value $775,365.

    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 73,287 shares
    Change vs previous 13F -381 shares

    0.02% of the 13F portfolio, value $937,337.

    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 73,668 shares
    Change vs previous 13F +321 shares

    0.02% of the 13F portfolio, value $892,117.

    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 73,347 shares
    Change vs previous 13F -521 shares

    0.03% of the 13F portfolio, value $845,686.

    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 73,868 shares
    Change vs previous 13F +16,201 shares

    0.03% of the 13F portfolio, value $869,424.

    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 57,667 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $677,007.

    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).