Modera Wealth Management, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on COP, newest first. How the timeline and the estimate are built.
Modera Wealth Management, LLC held 12,225 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 12,225 sharesChange vs previous 13F +263 shares
0.01% of the 13F portfolio, value $1,270,928.
13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,962 sharesChange vs previous 13F +1,222 shares
0.02% of the 13F portfolio, value $1,578,927.
13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,740 sharesChange vs previous 13F -545 shares
0.01% of the 13F portfolio, value $1,005,410.
13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,285 sharesChange vs previous 13F -170 shares
0.01% of the 13F portfolio, value $1,067,429.
13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,455 sharesChange vs previous 13F +957 shares
0.01% of the 13F portfolio, value $1,027,955.
13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,498 sharesChange vs previous 13F -424 shares
0.01% of the 13F portfolio, value $1,102,480.
13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,922 sharesChange vs previous 13F +358 shares
0.01% of the 13F portfolio, value $1,083,150.
13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,564 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,112,165.
13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).