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Modera Wealth Management, LLC: TFC position timeline

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

Modera Wealth Management, LLC held 220,034 TFC 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 220,034 shares
    Change vs previous 13F -6,396 shares

    0.12% of the 13F portfolio, value $10,962,078.

    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 226,430 shares
    Change vs previous 13F -9,734 shares

    0.12% of the 13F portfolio, value $10,408,992.

    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 236,164 shares
    Change vs previous 13F -2,211 shares

    0.13% of the 13F portfolio, value $11,621,654.

    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 238,375 shares
    Change vs previous 13F -5,361 shares

    0.13% of the 13F portfolio, value $10,898,492.

    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 243,736 shares
    Change vs previous 13F +5,487 shares

    0.13% of the 13F portfolio, value $10,478,192.

    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 238,249 shares
    Change vs previous 13F -689 shares

    0.13% of the 13F portfolio, value $9,803,965.

    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 238,938 shares
    Change vs previous 13F -48,292 shares

    0.13% of the 13F portfolio, value $10,365,148.

    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 287,230 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $12,284,848.

    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).