Skip to content
Disclosery

Modera Wealth Management, LLC: MDYV position timeline

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

Modera Wealth Management, LLC held 37,362 MDYV 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 37,362 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $3,543,757.

    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 37,362 shares
    Change vs previous 13F -13,256 shares

    0.04% of the 13F portfolio, value $3,181,349.

    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 50,618 shares
    Change vs previous 13F +60 shares

    0.05% of the 13F portfolio, value $4,284,839.

    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 50,558 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $4,217,008.

    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 50,495 shares
    Change vs previous 13F +69 shares

    0.05% of the 13F portfolio, value $4,010,847.

    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 50,426 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $3,885,294.

    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 50,385 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,040,858.

    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).