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Modera Wealth Management, LLC: UPS position timeline

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

Modera Wealth Management, LLC held 88,251 UPS 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 88,251 shares
    Change vs previous 13F -4,150 shares

    0.1% of the 13F portfolio, value $9,486,988.

    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 92,401 shares
    Change vs previous 13F -14,609 shares

    0.11% of the 13F portfolio, value $9,090,408.

    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 107,010 shares
    Change vs previous 13F -9,911 shares

    0.12% of the 13F portfolio, value $10,614,283.

    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 116,921 shares
    Change vs previous 13F -8,716 shares

    0.11% of the 13F portfolio, value $9,766,439.

    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 125,637 shares
    Change vs previous 13F -12,670 shares

    0.16% of the 13F portfolio, value $12,681,753.

    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 138,307 shares
    Change vs previous 13F -488 shares

    0.21% of the 13F portfolio, value $15,212,441.

    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 138,795 shares
    Change vs previous 13F -1,363 shares

    0.21% of the 13F portfolio, value $17,502,069.

    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 140,158 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,109,164.

    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).