Skip to content
Disclosery

Modera Wealth Management, LLC: GOOG position timeline

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

Modera Wealth Management, LLC held 315,491 GOOG 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 315,491 shares
    Change vs previous 13F -18,169 shares

    1.19% of the 13F portfolio, value $111,472,516.

    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 333,660 shares
    Change vs previous 13F -34,234 shares

    1.15% of the 13F portfolio, value $95,713,711.

    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 367,894 shares
    Change vs previous 13F +1,222 shares

    1.34% of the 13F portfolio, value $115,445,272.

    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 366,672 shares
    Change vs previous 13F -793 shares

    1.03% of the 13F portfolio, value $89,303,051.

    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 367,465 shares
    Change vs previous 13F +719 shares

    0.81% of the 13F portfolio, value $65,184,678.

    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 366,746 shares
    Change vs previous 13F -3,667 shares

    0.78% of the 13F portfolio, value $57,296,747.

    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 370,413 shares
    Change vs previous 13F -3,044 shares

    0.85% of the 13F portfolio, value $70,541,406.

    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 373,457 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $62,438,323.

    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).