Skip to content
Disclosery

Modera Wealth Management, LLC: DOW position timeline

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

Modera Wealth Management, LLC held 24,074 DOW 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 24,074 shares
    Change vs previous 13F +317 shares

    0.01% of the 13F portfolio, value $658,656.

    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 23,757 shares
    Change vs previous 13F +992 shares

    0.01% of the 13F portfolio, value $989,481.

    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 22,765 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $532,250.

    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 22,592 shares
    Change vs previous 13F -1,946 shares

    0.01% of the 13F portfolio, value $518,035.

    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 24,538 shares
    Change vs previous 13F -3,983 shares

    0.01% of the 13F portfolio, value $649,767.

    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 28,521 shares
    Change vs previous 13F +1,929 shares

    0.01% of the 13F portfolio, value $995,954.

    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 26,592 shares
    Change vs previous 13F +898 shares

    0.01% of the 13F portfolio, value $1,067,137.

    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 25,694 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,403,664.

    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).