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Modera Wealth Management, LLC: BNDX position timeline

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

Modera Wealth Management, LLC held 185,128 BNDX 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 185,128 shares
    Change vs previous 13F -6,668 shares

    0.1% of the 13F portfolio, value $8,965,729.

    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 191,796 shares
    Change vs previous 13F +37,724 shares

    0.11% of the 13F portfolio, value $9,215,814.

    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 154,072 shares
    Change vs previous 13F +7,921 shares

    0.09% of the 13F portfolio, value $7,444,753.

    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 146,151 shares
    Change vs previous 13F -1,637 shares

    0.08% of the 13F portfolio, value $7,228,625.

    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 147,788 shares
    Change vs previous 13F +3,888 shares

    0.09% of the 13F portfolio, value $7,316,990.

    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 143,900 shares
    Change vs previous 13F -1,213 shares

    0.1% of the 13F portfolio, value $7,025,216.

    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 145,113 shares
    Change vs previous 13F +15,673 shares

    0.09% of the 13F portfolio, value $7,117,783.

    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 129,440 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,508,239.

    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).