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Modera Wealth Management, LLC: MUB position timeline

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

Modera Wealth Management, LLC held 215,871 MUB 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 215,871 shares
    Change vs previous 13F +1,942 shares

    0.25% of the 13F portfolio, value $23,232,008.

    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 213,929 shares
    Change vs previous 13F -1,163 shares

    0.27% of the 13F portfolio, value $22,708,582.

    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 215,092 shares
    Change vs previous 13F +7,962 shares

    0.27% of the 13F portfolio, value $23,038,523.

    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 207,130 shares
    Change vs previous 13F -5,574 shares

    0.26% of the 13F portfolio, value $22,057,258.

    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 212,704 shares
    Change vs previous 13F -30,101 shares

    0.28% of the 13F portfolio, value $22,223,308.

    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 242,805 shares
    Change vs previous 13F -5,142 shares

    0.35% of the 13F portfolio, value $25,601,316.

    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 247,947 shares
    Change vs previous 13F +8,326 shares

    0.32% of the 13F portfolio, value $26,418,738.

    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 239,621 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $26,030,012.

    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).