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Modera Wealth Management, LLC: STIP position timeline

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

Modera Wealth Management, LLC held 2,554,931 STIP 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 2,554,931 shares
    Change vs previous 13F +112,077 shares

    2.78% of the 13F portfolio, value $261,011,729.

    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 2,442,854 shares
    Change vs previous 13F +163,586 shares

    3.03% of the 13F portfolio, value $252,664,402.

    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 2,279,268 shares
    Change vs previous 13F +142,348 shares

    2.7% of the 13F portfolio, value $233,374,233.

    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 2,136,920 shares
    Change vs previous 13F +109,263 shares

    2.56% of the 13F portfolio, value $220,872,020.

    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 2,027,657 shares
    Change vs previous 13F +70,170 shares

    2.58% of the 13F portfolio, value $208,666,134.

    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 1,957,487 shares
    Change vs previous 13F +63,214 shares

    2.74% of the 13F portfolio, value $202,541,211.

    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 1,894,273 shares
    Change vs previous 13F +82,678 shares

    2.3% of the 13F portfolio, value $190,563,852.

    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 1,811,595 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $183,550,776.

    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).