Skip to content
Disclosery

Modera Wealth Management, LLC: TMO position timeline

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

Modera Wealth Management, LLC held 4,082 TMO 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 4,082 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $2,046,536.

    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 4,056 shares
    Change vs previous 13F -724 shares

    0.02% of the 13F portfolio, value $1,993,619.

    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 4,780 shares
    Change vs previous 13F -272 shares

    0.03% of the 13F portfolio, value $2,769,561.

    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 5,052 shares
    Change vs previous 13F +725 shares

    0.03% of the 13F portfolio, value $2,450,440.

    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 4,327 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $1,754,381.

    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 4,347 shares
    Change vs previous 13F -470 shares

    0.03% of the 13F portfolio, value $2,163,259.

    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 4,817 shares
    Change vs previous 13F +947 shares

    0.03% of the 13F portfolio, value $2,505,853.

    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 3,870 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,393,789.

    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).