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Modera Wealth Management, LLC: IJS position timeline

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

Modera Wealth Management, LLC held 697,547 IJS 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 697,547 shares
    Change vs previous 13F -14,042 shares

    1.02% of the 13F portfolio, value $95,340,781.

    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 711,589 shares
    Change vs previous 13F -27,566 shares

    1.01% of the 13F portfolio, value $84,287,665.

    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 739,155 shares
    Change vs previous 13F -90,519 shares

    0.97% of the 13F portfolio, value $84,056,691.

    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 829,674 shares
    Change vs previous 13F -20,201 shares

    1.06% of the 13F portfolio, value $91,753,684.

    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 849,875 shares
    Change vs previous 13F +139,194 shares

    1.05% of the 13F portfolio, value $84,554,050.

    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 710,681 shares
    Change vs previous 13F -41,639 shares

    0.94% of the 13F portfolio, value $69,277,228.

    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 752,320 shares
    Change vs previous 13F -11,180 shares

    0.99% of the 13F portfolio, value $81,709,479.

    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 763,500 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $82,198,378.

    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).