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Modera Wealth Management, LLC: NVDA position timeline

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

Modera Wealth Management, LLC held 115,076 NVDA 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 115,076 shares
    Change vs previous 13F +6,339 shares

    0.25% of the 13F portfolio, value $23,025,515.

    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 108,737 shares
    Change vs previous 13F -2,456 shares

    0.23% of the 13F portfolio, value $18,963,660.

    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 111,193 shares
    Change vs previous 13F -13,023 shares

    0.24% of the 13F portfolio, value $20,737,570.

    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 124,216 shares
    Change vs previous 13F -1,833 shares

    0.27% of the 13F portfolio, value $23,176,315.

    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 126,049 shares
    Change vs previous 13F +1,060 shares

    0.25% of the 13F portfolio, value $19,914,502.

    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 124,989 shares
    Change vs previous 13F -8,460 shares

    0.18% of the 13F portfolio, value $13,546,335.

    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 133,449 shares
    Change vs previous 13F +6,520 shares

    0.22% of the 13F portfolio, value $17,920,916.

    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 126,929 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,414,238.

    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).