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Modera Wealth Management, LLC: MGC position timeline

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

Modera Wealth Management, LLC held 66,094 MGC 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 66,094 shares
    Change vs previous 13F -1,397 shares

    0.19% of the 13F portfolio, value $18,085,257.

    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 67,491 shares
    Change vs previous 13F -397 shares

    0.19% of the 13F portfolio, value $15,951,415.

    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 67,888 shares
    Change vs previous 13F -652 shares

    0.2% of the 13F portfolio, value $17,051,475.

    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 68,540 shares
    Change vs previous 13F -1,162 shares

    0.19% of the 13F portfolio, value $16,729,944.

    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 69,702 shares
    Change vs previous 13F -2,784 shares

    0.19% of the 13F portfolio, value $15,677,374.

    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 72,486 shares
    Change vs previous 13F +1,851 shares

    0.2% of the 13F portfolio, value $14,597,231.

    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 70,635 shares
    Change vs previous 13F +69,402 shares

    0.18% of the 13F portfolio, value $15,021,240.

    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 1,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,788.

    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).