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Modera Wealth Management, LLC: NOC position timeline

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

Modera Wealth Management, LLC held 7,982 NOC 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 7,982 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $4,065,394.

    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 7,987 shares
    Change vs previous 13F -69 shares

    0.07% of the 13F portfolio, value $5,449,161.

    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 8,056 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $4,593,453.

    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 8,058 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $4,909,999.

    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 7,971 shares
    Change vs previous 13F +86 shares

    0.05% of the 13F portfolio, value $3,985,421.

    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 7,885 shares
    Change vs previous 13F -89 shares

    0.05% of the 13F portfolio, value $4,037,281.

    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 7,974 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $3,742,180.

    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 7,852 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,146,491.

    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).