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Modera Wealth Management, LLC: NUSC position timeline

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

Modera Wealth Management, LLC held 42,145 NUSC 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 42,145 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $2,196,600.

    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 42,076 shares
    Change vs previous 13F -4,806 shares

    0.02% of the 13F portfolio, value $1,895,947.

    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 46,882 shares
    Change vs previous 13F -5,262 shares

    0.02% of the 13F portfolio, value $2,093,284.

    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 52,144 shares
    Change vs previous 13F -1,017 shares

    0.03% of the 13F portfolio, value $2,299,535.

    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 53,161 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $2,165,765.

    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 53,309 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $2,043,854.

    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 53,354 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $2,234,558.

    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 53,321 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,284,289.

    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).