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Modern Wealth Management, LLC: VEA position timeline

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

Modern Wealth Management, LLC held 428,798 VEA 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 428,798 shares
    Change vs previous 13F +3,389 shares

    0.36% of the 13F portfolio, value $30,551,883.

    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 425,409 shares
    Change vs previous 13F -12,749 shares

    0.48% of the 13F portfolio, value $27,711,146.

    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 438,158 shares
    Change vs previous 13F +21,150 shares

    0.5% of the 13F portfolio, value $27,371,668.

    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 417,008 shares
    Change vs previous 13F +7,500 shares

    0.49% of the 13F portfolio, value $24,987,148.

    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 409,508 shares
    Change vs previous 13F -9,816 shares

    0.58% of the 13F portfolio, value $23,346,043.

    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 419,324 shares
    Change vs previous 13F +402,973 shares

    0.68% of the 13F portfolio, value $21,314,235.

    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 16,351 shares
    Change vs previous 13F +4,942 shares

    0.03% of the 13F portfolio, value $781,891.

    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 11,409 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $602,505.

    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).