Skip to content
Disclosery

Modera Wealth Management, LLC: SHY position timeline

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

Modera Wealth Management, LLC held 7,695 SHY 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 7,695 shares
    Change vs previous 13F -3,455 shares

    0.01% of the 13F portfolio, value $631,800.

    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 11,150 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $920,648.

    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 11,257 shares
    Change vs previous 13F -467 shares

    0.01% of the 13F portfolio, value $932,322.

    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 11,724 shares
    Change vs previous 13F -8,334 shares

    0.01% of the 13F portfolio, value $972,642.

    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 20,058 shares
    Change vs previous 13F -922 shares

    0.02% of the 13F portfolio, value $1,662,015.

    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 20,980 shares
    Change vs previous 13F -4,978 shares

    0.02% of the 13F portfolio, value $1,735,669.

    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 25,958 shares
    Change vs previous 13F +7,546 shares

    0.03% of the 13F portfolio, value $2,128,010.

    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 18,412 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,530,960.

    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).