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Modera Wealth Management, LLC: STM position timeline

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

Modera Wealth Management, LLC held 136,838 STM 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 136,838 shares
    Change vs previous 13F -7,651 shares

    0.11% of the 13F portfolio, value $10,247,793.

    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 144,489 shares
    Change vs previous 13F -11,301 shares

    0.06% of the 13F portfolio, value $4,992,083.

    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 155,790 shares
    Change vs previous 13F -671 shares

    0.05% of the 13F portfolio, value $4,041,192.

    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 156,461 shares
    Change vs previous 13F -2,418 shares

    0.05% of the 13F portfolio, value $4,421,598.

    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 158,879 shares
    Change vs previous 13F +24,642 shares

    0.06% of the 13F portfolio, value $4,831,507.

    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 134,237 shares
    Change vs previous 13F +3,009 shares

    0.04% of the 13F portfolio, value $2,947,836.

    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 131,228 shares
    Change vs previous 13F -34,512 shares

    0.04% of the 13F portfolio, value $3,276,753.

    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 165,740 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,927,460.

    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).