Skip to content
Disclosery

Modern Wealth Management, LLC: VCEB position timeline

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

Modern Wealth Management, LLC held 21,603 VCEB 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 21,603 shares
    Change vs previous 13F +2,645 shares

    0.02% of the 13F portfolio, value $1,355,804.

    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 18,958 shares
    Change vs previous 13F +12,275 shares

    0.02% of the 13F portfolio, value $1,188,287.

    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 6,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $425,239.

    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).