Skip to content
Disclosery

Modera Wealth Management, LLC: SPYX position timeline

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

Modera Wealth Management, LLC held 47,368 SPYX 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 47,368 shares
    Change vs previous 13F +968 shares

    0.03% of the 13F portfolio, value $2,894,155.

    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 46,400 shares
    Change vs previous 13F -473 shares

    0.03% of the 13F portfolio, value $2,460,566.

    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 46,873 shares
    Change vs previous 13F -157 shares

    0.03% of the 13F portfolio, value $2,633,766.

    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 47,030 shares
    Change vs previous 13F -1,702 shares

    0.03% of the 13F portfolio, value $2,579,569.

    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 48,732 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $2,481,896.

    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 48,356 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,212,265.

    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 48,356 shares
    Change vs previous 13F -817 shares

    0.03% of the 13F portfolio, value $2,328,318.

    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 49,173 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,323,401.

    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).