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Modera Wealth Management, LLC: AVUS position timeline

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

Modera Wealth Management, LLC held 1,076,358 AVUS 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 1,076,358 shares
    Change vs previous 13F +48,655 shares

    1.47% of the 13F portfolio, value $137,859,913.

    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 1,027,703 shares
    Change vs previous 13F +33,490 shares

    1.37% of the 13F portfolio, value $114,260,028.

    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 994,213 shares
    Change vs previous 13F -38,365 shares

    1.29% of the 13F portfolio, value $111,133,112.

    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 1,032,578 shares
    Change vs previous 13F +16,437 shares

    1.3% of the 13F portfolio, value $112,241,268.

    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 1,016,141 shares
    Change vs previous 13F +143,649 shares

    1.27% of the 13F portfolio, value $102,447,352.

    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 872,492 shares
    Change vs previous 13F +42,276 shares

    1.09% of the 13F portfolio, value $80,600,845.

    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 830,216 shares
    Change vs previous 13F +22,600 shares

    0.97% of the 13F portfolio, value $80,472,821.

    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 807,616 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $76,844,632.

    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).