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Modera Wealth Management, LLC: BX position timeline

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

Modera Wealth Management, LLC held 9,491 BX 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 9,491 shares
    Change vs previous 13F -12,199 shares

    0.01% of the 13F portfolio, value $1,116,765.

    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 21,690 shares
    Change vs previous 13F +2,062 shares

    0.03% of the 13F portfolio, value $2,494,148.

    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 19,628 shares
    Change vs previous 13F +218 shares

    0.03% of the 13F portfolio, value $3,025,531.

    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 19,410 shares
    Change vs previous 13F +252 shares

    0.04% of the 13F portfolio, value $3,316,189.

    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 19,158 shares
    Change vs previous 13F +3,627 shares

    0.04% of the 13F portfolio, value $2,865,642.

    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 15,531 shares
    Change vs previous 13F -1,014 shares

    0.03% of the 13F portfolio, value $2,170,913.

    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 16,545 shares
    Change vs previous 13F +529 shares

    0.03% of the 13F portfolio, value $2,852,700.

    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 16,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,452,540.

    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).