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Modera Wealth Management, LLC: RWO position timeline

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

Modera Wealth Management, LLC held 197,929 RWO 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 197,929 shares
    Change vs previous 13F -6,144 shares

    0.1% of the 13F portfolio, value $9,839,070.

    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 204,073 shares
    Change vs previous 13F -3,741 shares

    0.11% of the 13F portfolio, value $9,340,421.

    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 207,814 shares
    Change vs previous 13F -2,291 shares

    0.11% of the 13F portfolio, value $9,355,780.

    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 210,105 shares
    Change vs previous 13F +1,210 shares

    0.11% of the 13F portfolio, value $9,616,519.

    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 208,895 shares
    Change vs previous 13F -438 shares

    0.11% of the 13F portfolio, value $9,220,639.

    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 209,333 shares
    Change vs previous 13F -3,026 shares

    0.12% of the 13F portfolio, value $9,135,275.

    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 212,359 shares
    Change vs previous 13F +1,213 shares

    0.11% of the 13F portfolio, value $9,108,074.

    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 211,146 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,035,751.

    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).