Skip to content
Disclosery

Modera Wealth Management, LLC: AVDV position timeline

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

Modera Wealth Management, LLC held 2,361,879 AVDV 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 2,361,879 shares
    Change vs previous 13F +173,576 shares

    2.6% of the 13F portfolio, value $243,391,583.

    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 2,188,303 shares
    Change vs previous 13F +108,785 shares

    2.62% of the 13F portfolio, value $218,523,931.

    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 2,079,518 shares
    Change vs previous 13F +102,234 shares

    2.26% of the 13F portfolio, value $195,412,297.

    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 1,977,284 shares
    Change vs previous 13F +165,353 shares

    2.04% of the 13F portfolio, value $176,037,635.

    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 1,811,931 shares
    Change vs previous 13F +152,074 shares

    1.78% of the 13F portfolio, value $143,649,906.

    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 1,659,857 shares
    Change vs previous 13F +1,506,131 shares

    1.57% of the 13F portfolio, value $115,758,403.

    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 153,726 shares
    Change vs previous 13F +93,749 shares

    0.12% of the 13F portfolio, value $10,004,508.

    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 59,977 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,238,549.

    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).