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Modera Wealth Management, LLC: SBUX position timeline

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

Modera Wealth Management, LLC held 134,836 SBUX 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 134,836 shares
    Change vs previous 13F -4,283 shares

    0.15% of the 13F portfolio, value $13,778,877.

    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 139,119 shares
    Change vs previous 13F -264 shares

    0.15% of the 13F portfolio, value $12,463,664.

    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 139,383 shares
    Change vs previous 13F -5,695 shares

    0.14% of the 13F portfolio, value $11,737,463.

    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 145,078 shares
    Change vs previous 13F -4,226 shares

    0.14% of the 13F portfolio, value $12,273,630.

    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 149,304 shares
    Change vs previous 13F -782 shares

    0.17% of the 13F portfolio, value $13,680,715.

    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 150,086 shares
    Change vs previous 13F +1,408 shares

    0.2% of the 13F portfolio, value $14,721,968.

    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 148,678 shares
    Change vs previous 13F +1,610 shares

    0.16% of the 13F portfolio, value $13,566,912.

    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 147,068 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,337,627.

    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).