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Modera Wealth Management, LLC: FDX position timeline

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

Modera Wealth Management, LLC held 28,097 FDX 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 28,097 shares
    Change vs previous 13F -733 shares

    0.09% of the 13F portfolio, value $8,798,070.

    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 28,830 shares
    Change vs previous 13F -787 shares

    0.12% of the 13F portfolio, value $10,268,732.

    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 29,617 shares
    Change vs previous 13F -1,190 shares

    0.1% of the 13F portfolio, value $8,555,275.

    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 30,807 shares
    Change vs previous 13F -1,692 shares

    0.08% of the 13F portfolio, value $7,264,620.

    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 32,499 shares
    Change vs previous 13F -3,081 shares

    0.09% of the 13F portfolio, value $7,387,293.

    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 35,580 shares
    Change vs previous 13F -1,148 shares

    0.12% of the 13F portfolio, value $8,673,744.

    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 36,728 shares
    Change vs previous 13F -348 shares

    0.12% of the 13F portfolio, value $10,332,784.

    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 37,076 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,147,029.

    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).