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Modera Wealth Management, LLC: AVEM position timeline

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

Modera Wealth Management, LLC held 181,000 AVEM 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 181,000 shares
    Change vs previous 13F +2,747 shares

    0.19% of the 13F portfolio, value $17,464,658.

    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 178,253 shares
    Change vs previous 13F -29 shares

    0.17% of the 13F portfolio, value $14,363,621.

    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 178,282 shares
    Change vs previous 13F -188 shares

    0.16% of the 13F portfolio, value $13,731,286.

    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 178,470 shares
    Change vs previous 13F -2,606 shares

    0.16% of the 13F portfolio, value $13,404,899.

    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 181,076 shares
    Change vs previous 13F +1,234 shares

    0.15% of the 13F portfolio, value $12,410,965.

    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 179,842 shares
    Change vs previous 13F +13,658 shares

    0.15% of the 13F portfolio, value $10,821,072.

    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 166,184 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,769,936.

    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).