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Modera Wealth Management, LLC: IVV position timeline

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

Modera Wealth Management, LLC held 239,848 IVV 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 239,848 shares
    Change vs previous 13F -4,029 shares

    1.92% of the 13F portfolio, value $179,619,998.

    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 243,877 shares
    Change vs previous 13F -14,590 shares

    1.91% of the 13F portfolio, value $159,302,776.

    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 258,467 shares
    Change vs previous 13F -6,743 shares

    2.05% of the 13F portfolio, value $177,034,719.

    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 265,210 shares
    Change vs previous 13F -4,356 shares

    2.06% of the 13F portfolio, value $177,505,061.

    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 269,566 shares
    Change vs previous 13F +10,097 shares

    2.07% of the 13F portfolio, value $167,373,660.

    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 259,469 shares
    Change vs previous 13F -4,658 shares

    1.97% of the 13F portfolio, value $145,795,564.

    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 264,127 shares
    Change vs previous 13F +5,552 shares

    1.88% of the 13F portfolio, value $155,486,574.

    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 258,575 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $149,151,171.

    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).