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Modera Wealth Management, LLC: TSM position timeline

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

Modera Wealth Management, LLC held 242,019 TSM 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 242,019 shares
    Change vs previous 13F -9,788 shares

    1.23% of the 13F portfolio, value $115,581,224.

    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 251,807 shares
    Change vs previous 13F -5,151 shares

    1.02% of the 13F portfolio, value $85,098,209.

    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 256,958 shares
    Change vs previous 13F -7,295 shares

    0.9% of the 13F portfolio, value $78,086,858.

    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 264,253 shares
    Change vs previous 13F -8,150 shares

    0.86% of the 13F portfolio, value $73,803,242.

    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 272,403 shares
    Change vs previous 13F +1,691 shares

    0.76% of the 13F portfolio, value $61,696,483.

    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 270,712 shares
    Change vs previous 13F -2,061 shares

    0.61% of the 13F portfolio, value $44,938,190.

    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 272,773 shares
    Change vs previous 13F -3,339 shares

    0.65% of the 13F portfolio, value $53,869,859.

    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 276,112 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $47,952,307.

    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).