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Modera Wealth Management, LLC: PEP position timeline

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

Modera Wealth Management, LLC held 146,496 PEP 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 146,496 shares
    Change vs previous 13F -5,864 shares

    0.21% of the 13F portfolio, value $19,835,584.

    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 152,360 shares
    Change vs previous 13F +2,803 shares

    0.28% of the 13F portfolio, value $23,659,953.

    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 149,557 shares
    Change vs previous 13F -1,598 shares

    0.25% of the 13F portfolio, value $21,464,451.

    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 151,155 shares
    Change vs previous 13F +2,164 shares

    0.25% of the 13F portfolio, value $21,228,148.

    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 148,991 shares
    Change vs previous 13F -6,575 shares

    0.24% of the 13F portfolio, value $19,672,715.

    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 155,566 shares
    Change vs previous 13F -4,990 shares

    0.32% of the 13F portfolio, value $23,325,624.

    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 160,556 shares
    Change vs previous 13F -391 shares

    0.29% of the 13F portfolio, value $24,414,124.

    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 160,947 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $27,369,042.

    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).