Skip to content
Disclosery

Modera Wealth Management, LLC: DE position timeline

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

Modera Wealth Management, LLC held 6,047 DE 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 6,047 shares
    Change vs previous 13F -173 shares

    0.04% of the 13F portfolio, value $3,835,521.

    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 6,220 shares
    Change vs previous 13F -59 shares

    0.04% of the 13F portfolio, value $3,503,484.

    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 6,279 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $2,923,287.

    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 6,252 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $2,858,593.

    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 6,271 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $3,188,726.

    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 6,299 shares
    Change vs previous 13F -133 shares

    0.04% of the 13F portfolio, value $2,956,234.

    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 6,432 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $2,725,382.

    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 6,301 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,629,597.

    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).