MODL VICTORY PORTFOLIOS II

Ownership history in Leverty Financial Group, LLC  ·  10 quarters on record

AI Ownership Summary

Leverty Financial Group, LLC reported VICTORY PORTFOLIOS II (MODL) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.48% in 2024 Q1. The latest visible filing shows MODL at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MODL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leverty Financial Group, LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MODL was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.48% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Leverty Financial Group, LLC held MODL — position size vs. price
% of Fund (quarterly)    MODL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,782 -1,417 -8.7% 0.17% $702K 2026-02-14 (Est.) $46.94
2025 Q3 REDUCED 16,199 -1,239 -7.1% 0.19% $749K 2025-10-08 $46.48
2025 Q2 REDUCED 17,438 -110 -0.6% 0.22% $752K 2025-07-17 $43.19
2025 Q1 REDUCED 17,548 -1,106 -5.9% 0.28% $681K 2025-04-10 $36.40
2024 Q4 REDUCED 18,654 -3,312 -15.1% 0.38% $750K 2025-01-24 $41.48
2024 Q3 REDUCED 21,966 -537,943 -96.1% 0.47% $865K 2024-10-16 $39.48
2024 Q2 REDUCED 559,909 -24,172 -4.1% 12.38% $20.9M 2024-07-15 $37.90
2024 Q1 ADDED 584,081 +21,658 +3.9% 12.48% $20.9M 2024-04-23 $34.06
2023 Q4 ADDED 562,423 +33,017 +6.2% 11.60% $18.3M 2024-01-10 $32.39
2023 Q3 INITIATED 529,406 11.41% $15.7M 2023-10-18 $29.31

FAQ About Leverty Financial Group, LLC and MODL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Leverty Financial Group, LLC reported owning MODL?

Leverty Financial Group, LLC reported MODL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MODL position in Leverty Financial Group, LLC's portfolio?

The largest reported portfolio weight for MODL was 12.48% in 2024 Q1.

What is the latest reported MODL position on this page?

The most recent filing on this page is 2025 Q4, when Leverty Financial Group, LLC reported 14,782 shares, equal to 0.17% of portfolio, with an estimated market value of $702K.

What does the chart on this MODL ownership page compare?

The chart compares Leverty Financial Group, LLC's quarterly MODL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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