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Modera Wealth Management, LLC: IWD position timeline

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

Modera Wealth Management, LLC held 359,145 IWD 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 359,145 shares
    Change vs previous 13F -4,375 shares

    0.93% of the 13F portfolio, value $87,067,471.

    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 363,520 shares
    Change vs previous 13F -1,259 shares

    0.93% of the 13F portfolio, value $77,673,354.

    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 364,779 shares
    Change vs previous 13F -79,167 shares

    0.89% of the 13F portfolio, value $76,727,650.

    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 443,946 shares
    Change vs previous 13F -3,237 shares

    1.05% of the 13F portfolio, value $90,382,984.

    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 447,183 shares
    Change vs previous 13F +7,484 shares

    1.08% of the 13F portfolio, value $86,856,369.

    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 439,699 shares
    Change vs previous 13F -6,249 shares

    1.12% of the 13F portfolio, value $82,733,711.

    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 445,948 shares
    Change vs previous 13F -5,841 shares

    1% of the 13F portfolio, value $82,558,414.

    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 451,789 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $85,749,540.

    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).