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Modera Wealth Management, LLC: PNC position timeline

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

Modera Wealth Management, LLC held 143,716 PNC 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 143,716 shares
    Change vs previous 13F -2,940 shares

    0.38% of the 13F portfolio, value $35,385,800.

    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 146,656 shares
    Change vs previous 13F -4,532 shares

    0.37% of the 13F portfolio, value $30,517,680.

    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 151,188 shares
    Change vs previous 13F -1,399 shares

    0.37% of the 13F portfolio, value $31,557,539.

    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 152,587 shares
    Change vs previous 13F -2,493 shares

    0.36% of the 13F portfolio, value $30,659,212.

    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 155,080 shares
    Change vs previous 13F -417 shares

    0.36% of the 13F portfolio, value $28,910,010.

    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 155,497 shares
    Change vs previous 13F -973 shares

    0.37% of the 13F portfolio, value $27,331,707.

    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 156,470 shares
    Change vs previous 13F +3,354 shares

    0.36% of the 13F portfolio, value $30,175,172.

    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 153,116 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $28,303,481.

    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).