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Modera Wealth Management, LLC: MDY position timeline

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

Modera Wealth Management, LLC held 7,047 MDY 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 7,047 shares
    Change vs previous 13F -365 shares

    0.05% of the 13F portfolio, value $4,956,417.

    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 7,412 shares
    Change vs previous 13F -1,706 shares

    0.05% of the 13F portfolio, value $4,571,173.

    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 9,118 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $5,500,717.

    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 9,254 shares
    Change vs previous 13F -220 shares

    0.06% of the 13F portfolio, value $5,515,390.

    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 9,474 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $5,366,837.

    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 9,561 shares
    Change vs previous 13F +1,485 shares

    0.07% of the 13F portfolio, value $5,100,373.

    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 8,076 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $4,599,913.

    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 8,152 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,644,057.

    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).