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Modera Wealth Management, LLC: PRF position timeline

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

Modera Wealth Management, LLC held 35,123 PRF 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 35,123 shares
    Change vs previous 13F -1,689 shares

    0.02% of the 13F portfolio, value $1,897,672.

    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 36,812 shares
    Change vs previous 13F +910 shares

    0.02% of the 13F portfolio, value $1,749,663.

    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 35,902 shares
    Change vs previous 13F -2,365 shares

    0.02% of the 13F portfolio, value $1,684,519.

    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 38,267 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $1,730,048.

    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 38,261 shares
    Change vs previous 13F -1,624 shares

    0.02% of the 13F portfolio, value $1,617,279.

    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 39,885 shares
    Change vs previous 13F -1,648 shares

    0.02% of the 13F portfolio, value $1,611,739.

    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 41,533 shares
    Change vs previous 13F -493 shares

    0.02% of the 13F portfolio, value $1,675,436.

    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 42,026 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,707,512.

    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).