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Modern Wealth Management, LLC: VNQ position timeline

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

Modern Wealth Management, LLC held 108,533 VNQ 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 108,533 shares
    Change vs previous 13F +23,943 shares

    0.12% of the 13F portfolio, value $10,465,866.

    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 84,590 shares
    Change vs previous 13F -303 shares

    0.13% of the 13F portfolio, value $7,530,246.

    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 84,893 shares
    Change vs previous 13F +3,940 shares

    0.14% of the 13F portfolio, value $7,512,144.

    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 80,953 shares
    Change vs previous 13F -1,463 shares

    0.15% of the 13F portfolio, value $7,400,690.

    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 82,416 shares
    Change vs previous 13F +75,460 shares

    0.18% of the 13F portfolio, value $7,339,962.

    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 6,956 shares
    Change vs previous 13F +1,758 shares

    0.02% of the 13F portfolio, value $629,827.

    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 5,198 shares
    Change vs previous 13F +362 shares

    0.02% of the 13F portfolio, value $463,002.

    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 4,836 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $471,171.

    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).