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Modera Wealth Management, LLC: MMM position timeline

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

Modera Wealth Management, LLC held 10,817 MMM 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 10,817 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $1,751,435.

    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 10,990 shares
    Change vs previous 13F -403 shares

    0.02% of the 13F portfolio, value $1,596,126.

    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 11,393 shares
    Change vs previous 13F +3,313 shares

    0.02% of the 13F portfolio, value $1,824,073.

    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 8,080 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $1,253,865.

    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 8,065 shares
    Change vs previous 13F -1,013 shares

    0.02% of the 13F portfolio, value $1,227,758.

    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 9,078 shares
    Change vs previous 13F -346 shares

    0.02% of the 13F portfolio, value $1,333,191.

    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 9,424 shares
    Change vs previous 13F +593 shares

    0.01% of the 13F portfolio, value $1,216,541.

    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 8,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,207,189.

    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).