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Modera Wealth Management, LLC: MGV position timeline

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

Modera Wealth Management, LLC held 72,071 MGV 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 72,071 shares
    Change vs previous 13F -2,701 shares

    0.13% of the 13F portfolio, value $11,780,077.

    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 74,772 shares
    Change vs previous 13F +1,258 shares

    0.13% of the 13F portfolio, value $10,838,229.

    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 73,514 shares
    Change vs previous 13F -1,437 shares

    0.12% of the 13F portfolio, value $10,377,233.

    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 74,951 shares
    Change vs previous 13F -499 shares

    0.12% of the 13F portfolio, value $10,323,700.

    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 75,450 shares
    Change vs previous 13F +151 shares

    0.12% of the 13F portfolio, value $9,899,040.

    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 75,299 shares
    Change vs previous 13F +3,893 shares

    0.13% of the 13F portfolio, value $9,701,524.

    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 71,406 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,919,324.

    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).