Skip to content
Disclosery

Modera Wealth Management, LLC: ED position timeline

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

Modera Wealth Management, LLC held 3,375 ED 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 3,375 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $373,365.

    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 3,471 shares
    Change vs previous 13F -9,121 shares

    <0.01% of the 13F portfolio, value $392,837.

    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 12,592 shares
    Change vs previous 13F +192 shares

    0.01% of the 13F portfolio, value $1,250,607.

    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 12,400 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,246,423.

    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 12,399 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $1,244,263.

    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 12,749 shares
    Change vs previous 13F -1,124 shares

    0.02% of the 13F portfolio, value $1,409,885.

    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 13,873 shares
    Change vs previous 13F +1,418 shares

    0.01% of the 13F portfolio, value $1,237,913.

    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 12,455 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,296,915.

    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).