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Modera Wealth Management, LLC: VONV position timeline

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

Modera Wealth Management, LLC held 35,535 VONV 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 35,535 shares
    Change vs previous 13F -768 shares

    0.04% of the 13F portfolio, value $3,777,775.

    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 36,303 shares
    Change vs previous 13F +743 shares

    0.04% of the 13F portfolio, value $3,403,087.

    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 35,560 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $3,282,231.

    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 35,560 shares
    Change vs previous 13F +255 shares

    0.04% of the 13F portfolio, value $3,178,039.

    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 35,305 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $3,008,379.

    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 35,305 shares
    Change vs previous 13F +528 shares

    0.04% of the 13F portfolio, value $2,914,113.

    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 34,777 shares
    Change vs previous 13F +620 shares

    0.03% of the 13F portfolio, value $2,825,669.

    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 34,157 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,846,342.

    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).