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Modera Wealth Management, LLC: CWB position timeline

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

Modera Wealth Management, LLC held 130,573 CWB 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 130,573 shares
    Change vs previous 13F -816 shares

    0.15% of the 13F portfolio, value $14,078,395.

    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 131,389 shares
    Change vs previous 13F -8,942 shares

    0.14% of the 13F portfolio, value $12,024,700.

    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 140,331 shares
    Change vs previous 13F -2,781 shares

    0.14% of the 13F portfolio, value $12,517,503.

    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 143,112 shares
    Change vs previous 13F -886 shares

    0.15% of the 13F portfolio, value $12,951,670.

    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 143,998 shares
    Change vs previous 13F +26,144 shares

    0.15% of the 13F portfolio, value $11,902,849.

    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 117,854 shares
    Change vs previous 13F +5,607 shares

    0.12% of the 13F portfolio, value $9,029,950.

    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 112,247 shares
    Change vs previous 13F -5,716 shares

    0.11% of the 13F portfolio, value $8,742,916.

    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 117,963 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,034,815.

    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).