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Modera Wealth Management, LLC: REGN position timeline

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

Modera Wealth Management, LLC held 6,682 REGN 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 6,682 shares
    Change vs previous 13F -69 shares

    0.04% of the 13F portfolio, value $4,166,640.

    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 6,751 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $5,216,273.

    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 6,759 shares
    Change vs previous 13F -115 shares

    0.06% of the 13F portfolio, value $5,216,686.

    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 6,874 shares
    Change vs previous 13F -215 shares

    0.04% of the 13F portfolio, value $3,865,175.

    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 7,089 shares
    Change vs previous 13F -759 shares

    0.05% of the 13F portfolio, value $3,721,848.

    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 7,848 shares
    Change vs previous 13F -430 shares

    0.07% of the 13F portfolio, value $4,977,585.

    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 8,278 shares
    Change vs previous 13F -169 shares

    0.07% of the 13F portfolio, value $5,896,469.

    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 8,447 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,880,056.

    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).