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Modera Wealth Management, LLC: BSV position timeline

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

Modera Wealth Management, LLC held 259,783 BSV 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 259,783 shares
    Change vs previous 13F +21,423 shares

    0.22% of the 13F portfolio, value $20,239,678.

    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 238,360 shares
    Change vs previous 13F -9,165 shares

    0.22% of the 13F portfolio, value $18,689,772.

    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 247,525 shares
    Change vs previous 13F +14,116 shares

    0.23% of the 13F portfolio, value $19,507,473.

    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 233,409 shares
    Change vs previous 13F +6,517 shares

    0.21% of the 13F portfolio, value $18,418,298.

    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 226,892 shares
    Change vs previous 13F +1,363 shares

    0.22% of the 13F portfolio, value $17,856,433.

    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 225,529 shares
    Change vs previous 13F -1,547 shares

    0.24% of the 13F portfolio, value $17,654,434.

    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 227,076 shares
    Change vs previous 13F +2,742 shares

    0.21% of the 13F portfolio, value $17,546,186.

    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 224,334 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $17,652,867.

    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).