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Modera Wealth Management, LLC: ICE position timeline

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

Modera Wealth Management, LLC held 48,363 ICE 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 48,363 shares
    Change vs previous 13F -2,109 shares

    0.06% of the 13F portfolio, value $5,953,917.

    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 50,472 shares
    Change vs previous 13F -1,248 shares

    0.1% of the 13F portfolio, value $7,938,294.

    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 51,720 shares
    Change vs previous 13F -3,421 shares

    0.1% of the 13F portfolio, value $8,376,604.

    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 55,141 shares
    Change vs previous 13F -2,695 shares

    0.11% of the 13F portfolio, value $9,290,240.

    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 57,836 shares
    Change vs previous 13F -3,387 shares

    0.13% of the 13F portfolio, value $10,611,263.

    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 61,223 shares
    Change vs previous 13F -2,911 shares

    0.14% of the 13F portfolio, value $10,560,965.

    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 64,134 shares
    Change vs previous 13F -833 shares

    0.12% of the 13F portfolio, value $9,556,655.

    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 64,967 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,436,320.

    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).