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Modera Wealth Management, LLC: IWN position timeline

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

Modera Wealth Management, LLC held 130,222 IWN 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 130,222 shares
    Change vs previous 13F -464 shares

    0.31% of the 13F portfolio, value $28,805,143.

    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 130,686 shares
    Change vs previous 13F -2,285 shares

    0.3% of the 13F portfolio, value $24,776,786.

    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 132,971 shares
    Change vs previous 13F -2,821 shares

    0.28% of the 13F portfolio, value $24,095,731.

    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 135,792 shares
    Change vs previous 13F -2,828 shares

    0.28% of the 13F portfolio, value $24,009,434.

    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 138,620 shares
    Change vs previous 13F -5,635 shares

    0.27% of the 13F portfolio, value $21,868,618.

    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 144,255 shares
    Change vs previous 13F -5,963 shares

    0.29% of the 13F portfolio, value $21,779,644.

    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 150,218 shares
    Change vs previous 13F -3,869 shares

    0.3% of the 13F portfolio, value $24,661,211.

    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 154,087 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,704,726.

    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).