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Modern Wealth Management, LLC: VONE position timeline

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

Modern Wealth Management, LLC held 50,499 VONE 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 50,499 shares
    Change vs previous 13F -7,902 shares

    0.2% of the 13F portfolio, value $17,105,186.

    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 58,401 shares
    Change vs previous 13F -37,389 shares

    0.3% of the 13F portfolio, value $17,358,576.

    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 95,790 shares
    Change vs previous 13F -743 shares

    0.54% of the 13F portfolio, value $29,602,841.

    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 96,533 shares
    Change vs previous 13F -804 shares

    0.58% of the 13F portfolio, value $29,186,747.

    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 97,337 shares
    Change vs previous 13F +918 shares

    0.68% of the 13F portfolio, value $27,338,136.

    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 96,419 shares
    Change vs previous 13F +598 shares

    0.78% of the 13F portfolio, value $24,476,971.

    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 95,821 shares
    Change vs previous 13F +3,367 shares

    0.95% of the 13F portfolio, value $25,557,257.

    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 92,454 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $24,044,515.

    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).