Skip to content
Disclosery

Modera Wealth Management, LLC: EA position timeline

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

Modera Wealth Management, LLC held 7,532 EA 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 7,532 shares
    Change vs previous 13F -1,865 shares

    0.02% of the 13F portfolio, value $1,544,362.

    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 9,397 shares
    Change vs previous 13F -3,728 shares

    0.02% of the 13F portfolio, value $1,915,767.

    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 13,125 shares
    Change vs previous 13F -105,380 shares

    0.03% of the 13F portfolio, value $2,681,838.

    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 118,505 shares
    Change vs previous 13F -6,523 shares

    0.28% of the 13F portfolio, value $23,902,358.

    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 125,028 shares
    Change vs previous 13F -9,770 shares

    0.25% of the 13F portfolio, value $19,967,024.

    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 134,798 shares
    Change vs previous 13F -11,941 shares

    0.26% of the 13F portfolio, value $19,481,029.

    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 146,739 shares
    Change vs previous 13F +2,763 shares

    0.26% of the 13F portfolio, value $21,467,902.

    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 143,976 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $20,651,871.

    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).