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Modern Wealth Management, LLC: VIGI position timeline

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

Modern Wealth Management, LLC held 39,721 VIGI 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 39,721 shares
    Change vs previous 13F -5,771 shares

    0.04% of the 13F portfolio, value $3,709,147.

    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 45,492 shares
    Change vs previous 13F -3,747 shares

    0.07% of the 13F portfolio, value $4,076,538.

    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 49,239 shares
    Change vs previous 13F -524 shares

    0.08% of the 13F portfolio, value $4,502,907.

    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 49,763 shares
    Change vs previous 13F -1,023 shares

    0.09% of the 13F portfolio, value $4,457,272.

    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 50,786 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $4,576,834.

    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 50,838 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,216,504.

    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).