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Modera Wealth Management, LLC: FLOT position timeline

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

Modera Wealth Management, LLC held 354,280 FLOT 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 354,280 shares
    Change vs previous 13F -14,137 shares

    0.19% of the 13F portfolio, value $18,086,003.

    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 368,417 shares
    Change vs previous 13F -20,521 shares

    0.22% of the 13F portfolio, value $18,770,855.

    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 388,938 shares
    Change vs previous 13F -24,238 shares

    0.23% of the 13F portfolio, value $19,781,364.

    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 413,176 shares
    Change vs previous 13F -16,514 shares

    0.24% of the 13F portfolio, value $21,107,122.

    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 429,690 shares
    Change vs previous 13F -23,174 shares

    0.27% of the 13F portfolio, value $21,922,802.

    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 452,864 shares
    Change vs previous 13F -30,302 shares

    0.31% of the 13F portfolio, value $23,118,697.

    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 483,166 shares
    Change vs previous 13F -22,550 shares

    0.3% of the 13F portfolio, value $24,583,482.

    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 505,716 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,811,731.

    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).