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Modera Wealth Management, LLC: TD position timeline

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

Modera Wealth Management, LLC held 97,141 TD 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 97,141 shares
    Change vs previous 13F -1,505 shares

    0.13% of the 13F portfolio, value $11,795,852.

    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 98,646 shares
    Change vs previous 13F -8,977 shares

    0.11% of the 13F portfolio, value $9,204,701.

    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 107,623 shares
    Change vs previous 13F -6,089 shares

    0.12% of the 13F portfolio, value $10,138,055.

    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 113,712 shares
    Change vs previous 13F -3,482 shares

    0.11% of the 13F portfolio, value $9,091,259.

    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 117,194 shares
    Change vs previous 13F -5,988 shares

    0.11% of the 13F portfolio, value $8,607,886.

    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 123,182 shares
    Change vs previous 13F -8,456 shares

    0.1% of the 13F portfolio, value $7,383,517.

    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 131,638 shares
    Change vs previous 13F -11,975 shares

    0.08% of the 13F portfolio, value $7,008,430.

    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 143,613 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,084,961.

    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).