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Modera Wealth Management, LLC: JNK position timeline

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

Modera Wealth Management, LLC held 48,499 JNK 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 48,499 shares
    Change vs previous 13F +9,408 shares

    0.05% of the 13F portfolio, value $4,673,862.

    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 39,091 shares
    Change vs previous 13F +4,565 shares

    0.04% of the 13F portfolio, value $3,741,753.

    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 34,526 shares
    Change vs previous 13F +4,081 shares

    0.04% of the 13F portfolio, value $3,356,229.

    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 30,445 shares
    Change vs previous 13F +1,942 shares

    0.03% of the 13F portfolio, value $2,983,351.

    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 28,503 shares
    Change vs previous 13F +744 shares

    0.03% of the 13F portfolio, value $2,772,524.

    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 27,759 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $2,645,463.

    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 27,687 shares
    Change vs previous 13F +16,834 shares

    0.03% of the 13F portfolio, value $2,643,303.

    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 10,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,061,332.

    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).