Skip to content
Disclosery

Modera Wealth Management, LLC: HYMB position timeline

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

Modera Wealth Management, LLC held 254,007 HYMB 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 254,007 shares
    Change vs previous 13F +7,397 shares

    0.07% of the 13F portfolio, value $6,461,941.

    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 246,610 shares
    Change vs previous 13F +9,666 shares

    0.07% of the 13F portfolio, value $6,115,937.

    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 236,944 shares
    Change vs previous 13F +182,148 shares

    0.07% of the 13F portfolio, value $5,909,376.

    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 54,796 shares
    Change vs previous 13F -385 shares

    0.02% of the 13F portfolio, value $1,366,064.

    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 55,181 shares
    Change vs previous 13F +5,929 shares

    0.02% of the 13F portfolio, value $1,367,380.

    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 49,252 shares
    Change vs previous 13F +15,924 shares

    0.02% of the 13F portfolio, value $1,242,135.

    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 33,328 shares
    Change vs previous 13F +2,310 shares

    0.01% of the 13F portfolio, value $852,543.

    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 31,018 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $814,834.

    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).