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Modera Wealth Management, LLC: GWX position timeline

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

Modera Wealth Management, LLC held 106,845 GWX 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 106,845 shares
    Change vs previous 13F -389 shares

    0.05% of the 13F portfolio, value $4,675,529.

    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 107,234 shares
    Change vs previous 13F -30,693 shares

    0.05% of the 13F portfolio, value $4,528,481.

    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 137,927 shares
    Change vs previous 13F +111 shares

    0.07% of the 13F portfolio, value $5,635,695.

    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 137,816 shares
    Change vs previous 13F -141 shares

    0.06% of the 13F portfolio, value $5,537,458.

    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 137,957 shares
    Change vs previous 13F +132 shares

    0.06% of the 13F portfolio, value $5,129,252.

    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 137,825 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,404,896.

    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 137,825 shares
    Change vs previous 13F +119,524 shares

    0.05% of the 13F portfolio, value $4,270,517.

    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 18,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $624,618.

    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).