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Modera Wealth Management, LLC: PM position timeline

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

Modera Wealth Management, LLC held 18,707 PM 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 18,707 shares
    Change vs previous 13F -382 shares

    0.04% of the 13F portfolio, value $3,384,262.

    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 19,089 shares
    Change vs previous 13F -5,086 shares

    0.04% of the 13F portfolio, value $3,156,197.

    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 24,175 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $3,877,719.

    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 24,271 shares
    Change vs previous 13F -213 shares

    0.05% of the 13F portfolio, value $3,936,790.

    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 24,484 shares
    Change vs previous 13F -98 shares

    0.06% of the 13F portfolio, value $4,459,189.

    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 24,582 shares
    Change vs previous 13F -526 shares

    0.05% of the 13F portfolio, value $3,901,910.

    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 25,108 shares
    Change vs previous 13F -3,094 shares

    0.04% of the 13F portfolio, value $3,021,695.

    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 28,202 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,423,670.

    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).