Skip to content
Disclosery

Modera Wealth Management, LLC: SLYV position timeline

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

Modera Wealth Management, LLC held 87,923 SLYV 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 87,923 shares
    Change vs previous 13F -43 shares

    0.1% of the 13F portfolio, value $9,593,254.

    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 87,966 shares
    Change vs previous 13F -5,418 shares

    0.1% of the 13F portfolio, value $8,319,790.

    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 93,384 shares
    Change vs previous 13F -559 shares

    0.1% of the 13F portfolio, value $8,495,103.

    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 93,943 shares
    Change vs previous 13F -911 shares

    0.1% of the 13F portfolio, value $8,328,017.

    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 94,854 shares
    Change vs previous 13F -4,628 shares

    0.09% of the 13F portfolio, value $7,565,583.

    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 99,482 shares
    Change vs previous 13F -2,947 shares

    0.11% of the 13F portfolio, value $7,799,422.

    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 102,429 shares
    Change vs previous 13F +47,639 shares

    0.11% of the 13F portfolio, value $8,936,966.

    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 54,790 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,756,903.

    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).