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Disclosery

Modera Wealth Management, LLC: IJT position timeline

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

Modera Wealth Management, LLC held 9,311 IJT 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 9,311 shares
    Change vs previous 13F -611 shares

    0.02% of the 13F portfolio, value $1,663,029.

    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 9,922 shares
    Change vs previous 13F -1,329 shares

    0.02% of the 13F portfolio, value $1,435,880.

    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 11,251 shares
    Change vs previous 13F -109 shares

    0.02% of the 13F portfolio, value $1,588,255.

    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 11,360 shares
    Change vs previous 13F -2,540 shares

    0.02% of the 13F portfolio, value $1,607,501.

    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 13,900 shares
    Change vs previous 13F +1,209 shares

    0.02% of the 13F portfolio, value $1,849,311.

    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 12,691 shares
    Change vs previous 13F -1,412 shares

    0.02% of the 13F portfolio, value $1,580,079.

    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 14,103 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $1,909,175.

    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 14,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,980,251.

    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).