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Modera Wealth Management, LLC: LOW position timeline

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

Modera Wealth Management, LLC held 249,989 LOW 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 249,989 shares
    Change vs previous 13F -6,776 shares

    0.59% of the 13F portfolio, value $55,120,007.

    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 256,765 shares
    Change vs previous 13F -19,815 shares

    0.73% of the 13F portfolio, value $60,668,534.

    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 276,580 shares
    Change vs previous 13F -1,212 shares

    0.77% of the 13F portfolio, value $66,700,033.

    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 277,792 shares
    Change vs previous 13F -2,242 shares

    0.81% of the 13F portfolio, value $69,811,822.

    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 280,034 shares
    Change vs previous 13F -3,661 shares

    0.77% of the 13F portfolio, value $62,131,192.

    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 283,695 shares
    Change vs previous 13F -4,803 shares

    0.9% of the 13F portfolio, value $66,166,156.

    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 288,498 shares
    Change vs previous 13F -2,191 shares

    0.86% of the 13F portfolio, value $71,201,422.

    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 290,689 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $78,733,205.

    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).