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Modera Wealth Management, LLC: SUB position timeline

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

Modera Wealth Management, LLC held 288,254 SUB 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 288,254 shares
    Change vs previous 13F +12,854 shares

    0.33% of the 13F portfolio, value $30,690,388.

    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 275,400 shares
    Change vs previous 13F +22,778 shares

    0.35% of the 13F portfolio, value $29,330,055.

    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 252,622 shares
    Change vs previous 13F +7,583 shares

    0.31% of the 13F portfolio, value $26,954,809.

    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 245,039 shares
    Change vs previous 13F +1,285 shares

    0.3% of the 13F portfolio, value $26,165,263.

    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 243,754 shares
    Change vs previous 13F +38,803 shares

    0.32% of the 13F portfolio, value $25,920,793.

    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 204,951 shares
    Change vs previous 13F +3,131 shares

    0.29% of the 13F portfolio, value $21,642,804.

    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 201,820 shares
    Change vs previous 13F +2,249 shares

    0.26% of the 13F portfolio, value $21,288,002.

    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 199,571 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $21,192,427.

    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).