Modera Wealth Management, LLC: UAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on UAL, newest first. How the timeline and the estimate are built.
Modera Wealth Management, LLC held 0 UAL shares at 2025-09-30 per its 13F-HR filed 2025-10-31.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,676 shares
13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,676 sharesChange vs previous 13F +36 shares
<0.01% of the 13F portfolio, value $372,350.
13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,640 sharesChange vs previous 13F +198 shares
<0.01% of the 13F portfolio, value $320,392.
13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,442 sharesChange vs previous 13F +137 shares
0.01% of the 13F portfolio, value $431,319.
13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,305 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $245,644.
13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).