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Modera Wealth Management, LLC: SEIC position timeline

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

Modera Wealth Management, LLC held 64,015 SEIC 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 64,015 shares
    Change vs previous 13F -2,340 shares

    0.06% of the 13F portfolio, value $5,614,719.

    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 66,355 shares
    Change vs previous 13F -4,255 shares

    0.06% of the 13F portfolio, value $5,206,888.

    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 70,610 shares
    Change vs previous 13F -2,162 shares

    0.07% of the 13F portfolio, value $5,791,401.

    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 72,772 shares
    Change vs previous 13F -2,947 shares

    0.07% of the 13F portfolio, value $6,174,672.

    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 75,719 shares
    Change vs previous 13F -2,797 shares

    0.08% of the 13F portfolio, value $6,804,075.

    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 78,516 shares
    Change vs previous 13F -4,819 shares

    0.08% of the 13F portfolio, value $6,095,211.

    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 83,335 shares
    Change vs previous 13F -2,415 shares

    0.08% of the 13F portfolio, value $6,873,448.

    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 85,750 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,933,024.

    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).