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Modera Wealth Management, LLC: AMGN position timeline

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

Modera Wealth Management, LLC held 95,220 AMGN 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 95,220 shares
    Change vs previous 13F -2,442 shares

    0.37% of the 13F portfolio, value $34,481,198.

    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 97,662 shares
    Change vs previous 13F -4,769 shares

    0.41% of the 13F portfolio, value $34,362,463.

    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 102,431 shares
    Change vs previous 13F -2,080 shares

    0.39% of the 13F portfolio, value $33,526,773.

    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 104,511 shares
    Change vs previous 13F -2,434 shares

    0.34% of the 13F portfolio, value $29,492,921.

    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 106,945 shares
    Change vs previous 13F -1,496 shares

    0.37% of the 13F portfolio, value $29,860,210.

    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 108,441 shares
    Change vs previous 13F -3,268 shares

    0.46% of the 13F portfolio, value $33,784,819.

    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 111,709 shares
    Change vs previous 13F -1,499 shares

    0.35% of the 13F portfolio, value $29,115,853.

    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 113,208 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $36,476,652.

    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).