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Modera Wealth Management, LLC: GD position timeline

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

Modera Wealth Management, LLC held 9,673 GD 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 9,673 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $3,426,630.

    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 9,602 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $3,295,663.

    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 9,580 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $3,225,120.

    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 9,576 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $3,265,248.

    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 9,592 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $2,797,602.

    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 9,606 shares
    Change vs previous 13F -769 shares

    0.04% of the 13F portfolio, value $2,618,511.

    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 10,375 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $2,733,642.

    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 10,032 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,031,559.

    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).