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Modera Wealth Management, LLC: HSY position timeline

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

Modera Wealth Management, LLC held 4,605 HSY 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 4,605 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $807,910.

    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 4,751 shares
    Change vs previous 13F -766 shares

    0.01% of the 13F portfolio, value $987,641.

    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 5,517 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $1,004,007.

    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 5,547 shares
    Change vs previous 13F -1,383 shares

    0.01% of the 13F portfolio, value $1,037,527.

    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 6,930 shares
    Change vs previous 13F -199 shares

    0.01% of the 13F portfolio, value $1,149,998.

    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 7,129 shares
    Change vs previous 13F -725 shares

    0.02% of the 13F portfolio, value $1,219,237.

    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 7,854 shares
    Change vs previous 13F -291 shares

    0.02% of the 13F portfolio, value $1,330,039.

    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 8,145 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,561,977.

    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).