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Modera Wealth Management, LLC: IWF position timeline

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

Modera Wealth Management, LLC held 1,078,508 IWF 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 1,078,508 shares
    Change vs previous 13F +806,451 shares

    1.43% of the 13F portfolio, value $133,918,375.

    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 272,057 shares
    Change vs previous 13F +1,695 shares

    1.39% of the 13F portfolio, value $116,004,992.

    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 270,362 shares
    Change vs previous 13F -3,963 shares

    1.48% of the 13F portfolio, value $127,962,445.

    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 274,325 shares
    Change vs previous 13F +5,872 shares

    1.49% of the 13F portfolio, value $128,496,387.

    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 268,453 shares
    Change vs previous 13F +1,910 shares

    1.41% of the 13F portfolio, value $113,979,831.

    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 266,543 shares
    Change vs previous 13F -4,824 shares

    1.3% of the 13F portfolio, value $96,245,881.

    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 271,367 shares
    Change vs previous 13F -6,792 shares

    1.32% of the 13F portfolio, value $108,975,753.

    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 278,159 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $104,415,243.

    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).