Modera Wealth Management, LLC: INFY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on INFY, newest first. How the timeline and the estimate are built.
Modera Wealth Management, LLC held 110,083 INFY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 110,083 sharesChange vs previous 13F -20,588 shares
0.01% of the 13F portfolio, value $1,154,771.
13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 130,671 sharesChange vs previous 13F -27,845 shares
0.02% of the 13F portfolio, value $1,765,366.
13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 158,516 sharesChange vs previous 13F -4,808 shares
0.03% of the 13F portfolio, value $2,824,756.
13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,324 sharesChange vs previous 13F -7,287 shares
0.03% of the 13F portfolio, value $2,657,282.
13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 170,611 sharesChange vs previous 13F -4,122 shares
0.04% of the 13F portfolio, value $3,161,422.
13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 174,733 sharesChange vs previous 13F -3,890 shares
0.04% of the 13F portfolio, value $3,188,878.
13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 178,623 sharesChange vs previous 13F -4,405 shares
0.05% of the 13F portfolio, value $3,915,417.
13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 183,028 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,076,034.
13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).