Modern Wealth Management, LLC: VFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on VFLO, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 2,789,021 VFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,789,021 sharesChange vs previous 13F +426,025 shares
1.52% of the 13F portfolio, value $127,597,699.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,362,996 sharesChange vs previous 13F +360,996 shares
1.61% of the 13F portfolio, value $93,740,045.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,002,000 sharesChange vs previous 13F +307,302 shares
1.44% of the 13F portfolio, value $78,838,760.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,694,698 sharesChange vs previous 13F +682,133 shares
1.26% of the 13F portfolio, value $63,551,192.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,012,565 sharesChange vs previous 13F not available
0.89% of the 13F portfolio, value $35,794,173.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).