Skip to content
Disclosery

Modera Wealth Management, LLC: GOVT position timeline

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

Modera Wealth Management, LLC held 9,724 GOVT 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 9,724 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $221,508.

    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 9,231 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $211,477.

    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 9,091 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $209,315.

    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 10,091 shares
    Change vs previous 13F +696 shares

    <0.01% of the 13F portfolio, value $233,299.

    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 9,395 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $215,892.

    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 10,542 shares
    Change vs previous 13F +1,362 shares

    <0.01% of the 13F portfolio, value $242,303.

    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 9,180 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $210,951.

    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 9,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,872.

    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).