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Modera Wealth Management, LLC: SBAC position timeline

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

Modera Wealth Management, LLC held 11,630 SBAC 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 11,630 shares
    Change vs previous 13F -294 shares

    0.02% of the 13F portfolio, value $2,052,290.

    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 11,924 shares
    Change vs previous 13F +1,474 shares

    0.02% of the 13F portfolio, value $2,052,297.

    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 10,450 shares
    Change vs previous 13F +1,722 shares

    0.02% of the 13F portfolio, value $2,021,269.

    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 8,728 shares
    Change vs previous 13F +545 shares

    0.02% of the 13F portfolio, value $1,687,534.

    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 8,183 shares
    Change vs previous 13F +1,912 shares

    0.02% of the 13F portfolio, value $1,921,617.

    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 6,271 shares
    Change vs previous 13F +1,730 shares

    0.02% of the 13F portfolio, value $1,379,791.

    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 4,541 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $925,518.

    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 3,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $884,405.

    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).