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Modera Wealth Management, LLC: IVW position timeline

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

Modera Wealth Management, LLC held 625,957 IVW 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 625,957 shares
    Change vs previous 13F -10,427 shares

    0.92% of the 13F portfolio, value $86,087,805.

    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 636,384 shares
    Change vs previous 13F -20,540 shares

    0.86% of the 13F portfolio, value $71,981,345.

    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 656,924 shares
    Change vs previous 13F -57,906 shares

    0.94% of the 13F portfolio, value $80,972,460.

    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 714,830 shares
    Change vs previous 13F -6,120 shares

    1% of the 13F portfolio, value $86,294,261.

    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 720,950 shares
    Change vs previous 13F -12,738 shares

    0.98% of the 13F portfolio, value $79,376,645.

    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 733,688 shares
    Change vs previous 13F -20,553 shares

    0.92% of the 13F portfolio, value $68,108,260.

    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 754,241 shares
    Change vs previous 13F -7,814 shares

    0.92% of the 13F portfolio, value $76,578,047.

    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 762,055 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $72,966,776.

    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).