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Modera Wealth Management, LLC: A position timeline

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

Modera Wealth Management, LLC held 32,365 A shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,365 shares
    Change vs previous 13F -1,285 shares

    0.05% of the 13F portfolio, value $4,299,016.

    13F-HR 0001398344-26-013292 filed by Modera 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 33,650 shares
    Change vs previous 13F +753 shares

    0.05% of the 13F portfolio, value $3,835,484.

    13F-HR 0001398344-26-008552 filed by Modera 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 32,897 shares
    Change vs previous 13F +1,118 shares

    0.05% of the 13F portfolio, value $4,476,333.

    13F-HR 0001398344-26-000944 filed by Modera 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 31,779 shares
    Change vs previous 13F +849 shares

    0.05% of the 13F portfolio, value $4,078,776.

    13F-HR 0001398344-25-020069 filed by Modera 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 30,930 shares
    Change vs previous 13F +1,771 shares

    0.05% of the 13F portfolio, value $3,650,047.

    13F-HR 0001398344-25-014578 filed by Modera 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 29,159 shares
    Change vs previous 13F +2,218 shares

    0.05% of the 13F portfolio, value $3,411,062.

    13F-HR 0001398344-25-008976 filed by Modera 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 26,941 shares
    Change vs previous 13F +2,053 shares

    0.04% of the 13F portfolio, value $3,619,274.

    13F-HR 0001398344-25-002046 filed by Modera 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 24,888 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,695,345.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).