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Modera Wealth Management, LLC: BIV position timeline

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

Modera Wealth Management, LLC held 409,973 BIV 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 409,973 shares
    Change vs previous 13F -8,775 shares

    0.34% of the 13F portfolio, value $31,444,894.

    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 418,748 shares
    Change vs previous 13F -33,105 shares

    0.39% of the 13F portfolio, value $32,318,952.

    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 451,853 shares
    Change vs previous 13F -9,945 shares

    0.41% of the 13F portfolio, value $35,190,301.

    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 461,798 shares
    Change vs previous 13F -3,301 shares

    0.42% of the 13F portfolio, value $36,061,787.

    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 465,099 shares
    Change vs previous 13F -9,567 shares

    0.45% of the 13F portfolio, value $35,970,786.

    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 474,666 shares
    Change vs previous 13F -14,316 shares

    0.49% of the 13F portfolio, value $36,345,156.

    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 488,982 shares
    Change vs previous 13F -1,409 shares

    0.44% of the 13F portfolio, value $36,541,609.

    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 490,391 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $38,431,908.

    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).