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Modera Wealth Management, LLC: ETSY position timeline

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

Modera Wealth Management, LLC held 24,172 ETSY 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 24,172 shares
    Change vs previous 13F +283 shares

    0.02% of the 13F portfolio, value $1,820,877.

    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 23,889 shares
    Change vs previous 13F +302 shares

    0.01% of the 13F portfolio, value $1,193,973.

    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 23,587 shares
    Change vs previous 13F +3,058 shares

    0.02% of the 13F portfolio, value $1,307,664.

    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 20,529 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $1,362,921.

    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 20,428 shares
    Change vs previous 13F +6,340 shares

    0.01% of the 13F portfolio, value $1,024,669.

    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 14,088 shares
    Change vs previous 13F +6,857 shares

    0.01% of the 13F portfolio, value $664,672.

    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 7,231 shares
    Change vs previous 13F -2,157 shares

    <0.01% of the 13F portfolio, value $382,448.

    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 9,388 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $521,316.

    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).