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Modera Wealth Management, LLC: PG position timeline

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

Modera Wealth Management, LLC held 138,075 PG 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 138,075 shares
    Change vs previous 13F -6,089 shares

    0.22% of the 13F portfolio, value $20,247,383.

    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 144,164 shares
    Change vs previous 13F +1,479 shares

    0.25% of the 13F portfolio, value $20,823,075.

    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 142,685 shares
    Change vs previous 13F -2,912 shares

    0.24% of the 13F portfolio, value $20,448,228.

    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 145,597 shares
    Change vs previous 13F -4,099 shares

    0.26% of the 13F portfolio, value $22,370,960.

    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 149,696 shares
    Change vs previous 13F -5,256 shares

    0.3% of the 13F portfolio, value $23,849,586.

    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 154,952 shares
    Change vs previous 13F -3,225 shares

    0.36% of the 13F portfolio, value $26,406,997.

    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 158,177 shares
    Change vs previous 13F +1,160 shares

    0.32% of the 13F portfolio, value $26,518,314.

    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 157,017 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $27,195,356.

    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).