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Modera Wealth Management, LLC: PYPL position timeline

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

Modera Wealth Management, LLC held 61,372 PYPL 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 61,372 shares
    Change vs previous 13F -2,764 shares

    0.03% of the 13F portfolio, value $2,650,033.

    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 64,136 shares
    Change vs previous 13F -5,187 shares

    0.03% of the 13F portfolio, value $2,900,872.

    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 69,323 shares
    Change vs previous 13F -6,887 shares

    0.05% of the 13F portfolio, value $4,047,086.

    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 76,210 shares
    Change vs previous 13F -3,599 shares

    0.06% of the 13F portfolio, value $5,110,643.

    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 79,809 shares
    Change vs previous 13F -7,185 shares

    0.07% of the 13F portfolio, value $5,931,405.

    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 86,994 shares
    Change vs previous 13F -4,205 shares

    0.08% of the 13F portfolio, value $5,676,359.

    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 91,199 shares
    Change vs previous 13F +863 shares

    0.09% of the 13F portfolio, value $7,783,835.

    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 90,336 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,048,919.

    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).