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Modern Wealth Management, LLC: VOO position timeline

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

Modern Wealth Management, LLC held 35,711 VOO 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 35,711 shares
    Change vs previous 13F -8,554 shares

    0.29% of the 13F portfolio, value $24,527,317.

    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 44,265 shares
    Change vs previous 13F -16,611 shares

    0.46% of the 13F portfolio, value $26,660,865.

    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 60,876 shares
    Change vs previous 13F -7,948 shares

    0.7% of the 13F portfolio, value $38,177,117.

    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 68,824 shares
    Change vs previous 13F -8,568 shares

    0.83% of the 13F portfolio, value $42,146,302.

    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 77,392 shares
    Change vs previous 13F -86 shares

    1.09% of the 13F portfolio, value $43,961,221.

    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 77,478 shares
    Change vs previous 13F +1,339 shares

    1.27% of the 13F portfolio, value $39,816,754.

    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 76,139 shares
    Change vs previous 13F +3,348 shares

    1.53% of the 13F portfolio, value $41,024,248.

    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 72,791 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $38,409,803.

    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).