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Modern Wealth Management, LLC: RVT position timeline

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

Modern Wealth Management, LLC held 480,230 RVT 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 480,230 shares
    Change vs previous 13F -11,740 shares

    0.11% of the 13F portfolio, value $8,869,851.

    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 491,970 shares
    Change vs previous 13F -11,587 shares

    0.14% of the 13F portfolio, value $8,353,644.

    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 503,557 shares
    Change vs previous 13F -5,252 shares

    0.15% of the 13F portfolio, value $8,107,266.

    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 508,809 shares
    Change vs previous 13F -5,240 shares

    0.16% of the 13F portfolio, value $8,207,091.

    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 514,049 shares
    Change vs previous 13F -26,281 shares

    0.19% of the 13F portfolio, value $7,736,444.

    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 540,330 shares
    Change vs previous 13F +2,471 shares

    0.25% of the 13F portfolio, value $7,694,301.

    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 537,859 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,498,172.

    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).