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Modera Wealth Management, LLC: SUSB position timeline

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

Modera Wealth Management, LLC held 497,659 SUSB 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 497,659 shares
    Change vs previous 13F +9,930 shares

    0.13% of the 13F portfolio, value $12,436,499.

    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 487,729 shares
    Change vs previous 13F +7,042 shares

    0.15% of the 13F portfolio, value $12,224,928.

    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 480,687 shares
    Change vs previous 13F -4,374 shares

    0.14% of the 13F portfolio, value $12,132,540.

    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 485,061 shares
    Change vs previous 13F -12,730 shares

    0.14% of the 13F portfolio, value $12,276,894.

    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 497,791 shares
    Change vs previous 13F -872 shares

    0.16% of the 13F portfolio, value $12,529,400.

    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 498,663 shares
    Change vs previous 13F +185 shares

    0.17% of the 13F portfolio, value $12,461,589.

    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 498,478 shares
    Change vs previous 13F +1,059 shares

    0.15% of the 13F portfolio, value $12,312,407.

    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 497,419 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,515,063.

    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).