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Modera Wealth Management, LLC: AAPL position timeline

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

Modera Wealth Management, LLC held 743,742 AAPL 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 743,742 shares
    Change vs previous 13F -25,630 shares

    2.3% of the 13F portfolio, value $215,209,055.

    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 769,372 shares
    Change vs previous 13F -43,672 shares

    2.34% of the 13F portfolio, value $195,258,934.

    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 813,044 shares
    Change vs previous 13F -20,765 shares

    2.56% of the 13F portfolio, value $221,034,249.

    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 833,809 shares
    Change vs previous 13F -27,751 shares

    2.46% of the 13F portfolio, value $212,312,714.

    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 861,560 shares
    Change vs previous 13F +88 shares

    2.19% of the 13F portfolio, value $176,766,229.

    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 861,472 shares
    Change vs previous 13F -22,554 shares

    2.59% of the 13F portfolio, value $191,358,719.

    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 884,026 shares
    Change vs previous 13F -6,953 shares

    2.67% of the 13F portfolio, value $221,377,838.

    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 890,979 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $207,598,108.

    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).