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Modera Wealth Management, LLC: SYY position timeline

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

Modera Wealth Management, LLC held 114,826 SYY 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 114,826 shares
    Change vs previous 13F -4,625 shares

    0.1% of the 13F portfolio, value $9,597,140.

    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 119,451 shares
    Change vs previous 13F +1,880 shares

    0.1% of the 13F portfolio, value $8,520,426.

    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 117,571 shares
    Change vs previous 13F +3,292 shares

    0.1% of the 13F portfolio, value $8,663,841.

    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 114,279 shares
    Change vs previous 13F +2,076 shares

    0.11% of the 13F portfolio, value $9,409,696.

    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 112,203 shares
    Change vs previous 13F +7,056 shares

    0.11% of the 13F portfolio, value $8,498,226.

    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 105,147 shares
    Change vs previous 13F +1,967 shares

    0.11% of the 13F portfolio, value $7,890,201.

    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 103,180 shares
    Change vs previous 13F +4,501 shares

    0.1% of the 13F portfolio, value $7,889,113.

    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 98,679 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,702,891.

    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).