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Disclosery

Modern Wealth Management, LLC: VV position timeline

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

Modern Wealth Management, LLC held 83,248 VV 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 83,248 shares
    Change vs previous 13F +1,281 shares

    0.34% of the 13F portfolio, value $28,629,887.

    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 81,967 shares
    Change vs previous 13F -5,748 shares

    0.42% of the 13F portfolio, value $24,672,126.

    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 87,715 shares
    Change vs previous 13F -2 shares

    0.5% of the 13F portfolio, value $27,612,682.

    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 87,717 shares
    Change vs previous 13F -598 shares

    0.53% of the 13F portfolio, value $27,004,556.

    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 88,315 shares
    Change vs previous 13F -3,335 shares

    0.63% of the 13F portfolio, value $25,196,270.

    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 91,650 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $23,556,749.

    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).