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Disclosery

Modera Wealth Management, LLC: Q position timeline

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

Modera Wealth Management, LLC held 11,939 Q 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 11,939 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $1,949,768.

    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 11,953 shares
    Change vs previous 13F +470 shares

    0.02% of the 13F portfolio, value $1,379,143.

    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 11,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $937,589.

    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).