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Modera Wealth Management, LLC: MBB position timeline

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

Modera Wealth Management, LLC held 309,599 MBB 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 309,599 shares
    Change vs previous 13F +14,164 shares

    0.31% of the 13F portfolio, value $29,263,337.

    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 295,435 shares
    Change vs previous 13F +1,905 shares

    0.34% of the 13F portfolio, value $28,051,528.

    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 293,530 shares
    Change vs previous 13F +5,650 shares

    0.32% of the 13F portfolio, value $27,949,929.

    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 287,880 shares
    Change vs previous 13F -640 shares

    0.32% of the 13F portfolio, value $27,391,819.

    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 288,520 shares
    Change vs previous 13F +2,312 shares

    0.34% of the 13F portfolio, value $27,089,182.

    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 286,208 shares
    Change vs previous 13F +10,349 shares

    0.36% of the 13F portfolio, value $26,840,543.

    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 275,859 shares
    Change vs previous 13F +49,758 shares

    0.31% of the 13F portfolio, value $25,290,775.

    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 226,101 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $21,662,705.

    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).