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Modera Wealth Management, LLC: NTR position timeline

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

Modera Wealth Management, LLC held 63,910 NTR 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 63,910 shares
    Change vs previous 13F -3,168 shares

    0.04% of the 13F portfolio, value $4,023,135.

    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 67,078 shares
    Change vs previous 13F -2,274 shares

    0.06% of the 13F portfolio, value $5,061,706.

    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 69,352 shares
    Change vs previous 13F -2,519 shares

    0.05% of the 13F portfolio, value $4,280,424.

    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 71,871 shares
    Change vs previous 13F -1,970 shares

    0.05% of the 13F portfolio, value $4,219,547.

    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 73,841 shares
    Change vs previous 13F -1,611 shares

    0.05% of the 13F portfolio, value $4,300,500.

    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 75,452 shares
    Change vs previous 13F -1,058 shares

    0.05% of the 13F portfolio, value $3,747,710.

    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 76,510 shares
    Change vs previous 13F -1,300 shares

    0.04% of the 13F portfolio, value $3,423,843.

    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 77,810 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,739,571.

    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).