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Modera Wealth Management, LLC: IUSV position timeline

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

Modera Wealth Management, LLC held 1,192,955 IUSV 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 1,192,955 shares
    Change vs previous 13F +5,474 shares

    1.4% of the 13F portfolio, value $131,403,981.

    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 1,187,481 shares
    Change vs previous 13F -6,411 shares

    1.46% of the 13F portfolio, value $121,419,906.

    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 1,193,892 shares
    Change vs previous 13F -65,665 shares

    1.42% of the 13F portfolio, value $122,421,678.

    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 1,259,557 shares
    Change vs previous 13F -1,611 shares

    1.46% of the 13F portfolio, value $125,892,710.

    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 1,261,168 shares
    Change vs previous 13F +247,850 shares

    1.48% of the 13F portfolio, value $119,344,309.

    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 1,013,318 shares
    Change vs previous 13F +26,437 shares

    1.27% of the 13F portfolio, value $93,519,106.

    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 986,881 shares
    Change vs previous 13F +10,642 shares

    1.1% of the 13F portfolio, value $91,375,312.

    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 976,239 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $93,221,063.

    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).