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Modern Wealth Management, LLC: VOTE position timeline

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

Modern Wealth Management, LLC held 46,340 VOTE 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 46,340 shares
    Change vs previous 13F +15,225 shares

    0.05% of the 13F portfolio, value $4,085,749.

    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 31,115 shares
    Change vs previous 13F +2,748 shares

    0.04% of the 13F portfolio, value $2,395,007.

    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 28,367 shares
    Change vs previous 13F +4,035 shares

    0.04% of the 13F portfolio, value $2,275,647.

    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 24,332 shares
    Change vs previous 13F +1,003 shares

    0.04% of the 13F portfolio, value $1,909,553.

    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 23,329 shares
    Change vs previous 13F +6,091 shares

    0.04% of the 13F portfolio, value $1,696,939.

    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 17,238 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $1,127,193.

    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 17,262 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,187,367.

    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).