Modera Wealth Management, LLC: NEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on NEM, newest first. How the timeline and the estimate are built.
Modera Wealth Management, LLC held 6,133 NEM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 6,133 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $572,860.
13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,132 sharesChange vs previous 13F +1,875 shares
0.01% of the 13F portfolio, value $663,818.
13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,257 sharesChange vs previous 13F +150 shares
<0.01% of the 13F portfolio, value $425,038.
13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,107 sharesChange vs previous 13F -186 shares
<0.01% of the 13F portfolio, value $346,262.
13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,293 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $250,111.
13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).