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Modern Wealth Management, LLC: VNLA position timeline

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

Modern Wealth Management, LLC held 4,248 VNLA 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 4,248 shares
    Change vs previous 13F -12,289 shares

    <0.01% of the 13F portfolio, value $207,565.

    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 16,537 shares
    Change vs previous 13F -6,604 shares

    0.01% of the 13F portfolio, value $807,829.

    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 23,141 shares
    Change vs previous 13F -4,248 shares

    0.02% of the 13F portfolio, value $1,137,114.

    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 27,389 shares
    Change vs previous 13F -8,194 shares

    0.03% of the 13F portfolio, value $1,349,997.

    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 35,583 shares
    Change vs previous 13F -1,441 shares

    0.04% of the 13F portfolio, value $1,750,672.

    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 37,024 shares
    Change vs previous 13F +394 shares

    0.06% of the 13F portfolio, value $1,819,727.

    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 36,630 shares
    Change vs previous 13F +118 shares

    0.07% of the 13F portfolio, value $1,791,530.

    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 36,512 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,790,526.

    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).