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Modera Wealth Management, LLC: LOGI position timeline

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

Modera Wealth Management, LLC held 29,563 LOGI 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 29,563 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $2,780,105.

    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 29,639 shares
    Change vs previous 13F -2,137 shares

    0.03% of the 13F portfolio, value $2,700,706.

    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 31,776 shares
    Change vs previous 13F -380 shares

    0.04% of the 13F portfolio, value $3,184,591.

    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 32,156 shares
    Change vs previous 13F -1,708 shares

    0.04% of the 13F portfolio, value $3,526,871.

    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 33,864 shares
    Change vs previous 13F +55 shares

    0.04% of the 13F portfolio, value $3,052,163.

    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 33,809 shares
    Change vs previous 13F -404 shares

    0.04% of the 13F portfolio, value $2,853,818.

    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 34,213 shares
    Change vs previous 13F -585 shares

    0.03% of the 13F portfolio, value $2,817,441.

    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 34,798 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,122,425.

    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).