Filer · Institutional
Modera Wealth Management,LLC
CIK 0001542143TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001398344-26-008552 · filed 2026-05-06
635
positions
Q4 202513F-HR
0001398344-26-000944 · filed 2026-01-21
643
positions
Q3 202513F-HR
0001398344-25-020069 · filed 2025-10-31
646
positions
Q2 202513F-HR
0001398344-25-014578 · filed 2025-08-06
646
positions
Q1 202513F-HR
0001398344-25-008976 · filed 2025-05-08
607
positions
Q4 202413F-HR
0001398344-25-002046 · filed 2025-02-06
611
positions
Q3 202413F-HR
0001398344-24-019314 · filed 2024-10-24
604
positions
Q2 202413F-HR
0001725547-24-003588 · filed 2024-07-29
573
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.