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Modera Wealth Management, LLC: XBI position timeline

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

Modera Wealth Management, LLC held 20,658 XBI 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 20,658 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $3,269,078.

    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 20,635 shares
    Change vs previous 13F -382 shares

    0.03% of the 13F portfolio, value $2,635,668.

    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 21,017 shares
    Change vs previous 13F -120 shares

    0.03% of the 13F portfolio, value $2,562,564.

    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 21,137 shares
    Change vs previous 13F -259 shares

    0.02% of the 13F portfolio, value $2,117,895.

    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 21,396 shares
    Change vs previous 13F -1,384 shares

    0.02% of the 13F portfolio, value $1,774,344.

    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 22,780 shares
    Change vs previous 13F +1,014 shares

    0.02% of the 13F portfolio, value $1,847,432.

    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 21,766 shares
    Change vs previous 13F -1,723 shares

    0.02% of the 13F portfolio, value $1,960,232.

    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 23,489 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,320,680.

    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).