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Modera Wealth Management, LLC: IJH position timeline

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

Modera Wealth Management, LLC held 761,810 IJH 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 761,810 shares
    Change vs previous 13F -9,496 shares

    0.63% of the 13F portfolio, value $58,743,203.

    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 771,306 shares
    Change vs previous 13F -26,934 shares

    0.62% of the 13F portfolio, value $52,086,308.

    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 798,240 shares
    Change vs previous 13F -22,438 shares

    0.61% of the 13F portfolio, value $52,683,817.

    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 820,678 shares
    Change vs previous 13F -15,036 shares

    0.62% of the 13F portfolio, value $53,557,462.

    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 835,714 shares
    Change vs previous 13F -14,019 shares

    0.64% of the 13F portfolio, value $51,830,995.

    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 849,733 shares
    Change vs previous 13F -30,343 shares

    0.67% of the 13F portfolio, value $49,581,938.

    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 880,076 shares
    Change vs previous 13F +48,834 shares

    0.66% of the 13F portfolio, value $54,837,527.

    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 831,242 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $51,802,986.

    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).