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Modera Wealth Management, LLC: TIP position timeline

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

Modera Wealth Management, LLC held 33,428 TIP 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 33,428 shares
    Change vs previous 13F +115 shares

    0.04% of the 13F portfolio, value $3,658,027.

    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 33,313 shares
    Change vs previous 13F -670 shares

    0.04% of the 13F portfolio, value $3,676,424.

    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 33,983 shares
    Change vs previous 13F -1,728 shares

    0.04% of the 13F portfolio, value $3,735,072.

    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 35,711 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $3,971,778.

    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 35,692 shares
    Change vs previous 13F -1,133 shares

    0.05% of the 13F portfolio, value $3,927,549.

    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 36,825 shares
    Change vs previous 13F -2,980 shares

    0.06% of the 13F portfolio, value $4,090,890.

    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 39,805 shares
    Change vs previous 13F -783 shares

    0.05% of the 13F portfolio, value $4,241,224.

    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 40,588 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,483,720.

    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).