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Modera Wealth Management, LLC: MSFT position timeline

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

Modera Wealth Management, LLC held 371,417 MSFT 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 371,417 shares
    Change vs previous 13F -6,171 shares

    1.48% of the 13F portfolio, value $138,545,919.

    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 377,588 shares
    Change vs previous 13F -10,086 shares

    1.67% of the 13F portfolio, value $139,771,824.

    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 387,674 shares
    Change vs previous 13F -7,486 shares

    2.17% of the 13F portfolio, value $187,486,996.

    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 395,160 shares
    Change vs previous 13F -5,771 shares

    2.37% of the 13F portfolio, value $204,673,200.

    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 400,931 shares
    Change vs previous 13F -7,083 shares

    2.47% of the 13F portfolio, value $199,426,935.

    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 408,014 shares
    Change vs previous 13F -8,093 shares

    2.07% of the 13F portfolio, value $153,164,409.

    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 416,107 shares
    Change vs previous 13F -3,411 shares

    2.12% of the 13F portfolio, value $175,388,970.

    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 419,518 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $180,518,723.

    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).