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Modera Wealth Management, LLC: APD position timeline

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

Modera Wealth Management, LLC held 11,204 APD 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 11,204 shares
    Change vs previous 13F +510 shares

    0.04% of the 13F portfolio, value $3,284,789.

    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 10,694 shares
    Change vs previous 13F +1,388 shares

    0.04% of the 13F portfolio, value $3,106,501.

    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 9,306 shares
    Change vs previous 13F +3,646 shares

    0.03% of the 13F portfolio, value $2,298,769.

    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 5,660 shares
    Change vs previous 13F -548 shares

    0.02% of the 13F portfolio, value $1,543,596.

    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 6,208 shares
    Change vs previous 13F -521 shares

    0.02% of the 13F portfolio, value $1,751,029.

    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 6,729 shares
    Change vs previous 13F -7,818 shares

    0.03% of the 13F portfolio, value $1,984,517.

    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 14,547 shares
    Change vs previous 13F -2,181 shares

    0.05% of the 13F portfolio, value $4,219,212.

    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 16,728 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,980,595.

    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).