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Modera Wealth Management, LLC: IWM position timeline

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

Modera Wealth Management, LLC held 155,554 IWM 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 155,554 shares
    Change vs previous 13F -3,454 shares

    0.5% of the 13F portfolio, value $46,736,202.

    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 159,008 shares
    Change vs previous 13F -3,260 shares

    0.47% of the 13F portfolio, value $39,434,071.

    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 162,268 shares
    Change vs previous 13F -4,766 shares

    0.46% of the 13F portfolio, value $39,943,994.

    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 167,034 shares
    Change vs previous 13F -7,497 shares

    0.47% of the 13F portfolio, value $40,415,480.

    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 174,531 shares
    Change vs previous 13F -6,048 shares

    0.47% of the 13F portfolio, value $37,662,053.

    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 180,579 shares
    Change vs previous 13F -2,793 shares

    0.49% of the 13F portfolio, value $36,023,785.

    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 183,372 shares
    Change vs previous 13F -1,253 shares

    0.49% of the 13F portfolio, value $40,517,801.

    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 184,625 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $40,781,820.

    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).