Skip to content
Disclosery

Modera Wealth Management, LLC: RIO position timeline

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

Modera Wealth Management, LLC held 56,434 RIO 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 56,434 shares
    Change vs previous 13F -652 shares

    0.06% of the 13F portfolio, value $5,357,279.

    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 57,086 shares
    Change vs previous 13F -3,269 shares

    0.06% of the 13F portfolio, value $5,325,507.

    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 60,355 shares
    Change vs previous 13F +1,418 shares

    0.06% of the 13F portfolio, value $4,830,192.

    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 58,937 shares
    Change vs previous 13F -2,795 shares

    0.05% of the 13F portfolio, value $3,890,399.

    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 61,732 shares
    Change vs previous 13F -2,653 shares

    0.04% of the 13F portfolio, value $3,600,813.

    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 64,385 shares
    Change vs previous 13F -1,520 shares

    0.05% of the 13F portfolio, value $3,868,227.

    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 65,905 shares
    Change vs previous 13F -4,673 shares

    0.05% of the 13F portfolio, value $3,875,850.

    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 70,578 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,023,008.

    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).