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Modera Wealth Management, LLC: SPYV position timeline

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

Modera Wealth Management, LLC held 126,954 SPYV 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 126,954 shares
    Change vs previous 13F -1,723 shares

    0.08% of the 13F portfolio, value $7,717,557.

    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 128,677 shares
    Change vs previous 13F +6,563 shares

    0.09% of the 13F portfolio, value $7,280,538.

    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 122,114 shares
    Change vs previous 13F -1,840 shares

    0.08% of the 13F portfolio, value $6,937,313.

    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 123,954 shares
    Change vs previous 13F -2,432 shares

    0.08% of the 13F portfolio, value $6,858,381.

    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 126,386 shares
    Change vs previous 13F +1,673 shares

    0.08% of the 13F portfolio, value $6,615,045.

    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 124,713 shares
    Change vs previous 13F +301 shares

    0.09% of the 13F portfolio, value $6,369,074.

    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 124,412 shares
    Change vs previous 13F +83,327 shares

    0.08% of the 13F portfolio, value $6,362,447.

    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 41,085 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,171,746.

    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).