Modera Wealth Management LLC — 13F Briefs
One brief for each quarterly Form 13F the fund filed with the SEC, newest first.
| Quarter | Quarter ended | Filed | Reported positions | |
|---|---|---|---|---|
| Q3 2026 13F Brief | Sep 30, 2026 | Oct 28, 2026 | 673 | |
| Q2 2026 13F Brief | Jun 30, 2026 | Aug 3, 2026 | 649 | |
| Q1 2026 13F Brief | Mar 31, 2026 | May 6, 2026 | 634 | |
| Q4 2025 13F Brief | Dec 31, 2025 | Jan 21, 2026 | 642 | |
| Q3 2025 13F Brief | Sep 30, 2025 | Oct 31, 2025 | 645 | |
| Q2 2025 13F Brief | Jun 30, 2025 | Aug 6, 2025 | 646 | |
| Q1 2025 13F Brief | Mar 31, 2025 | May 8, 2025 | 607 | |
| Q4 2024 13F Brief | Dec 31, 2024 | Feb 6, 2025 | 611 | |
| Q3 2024 13F Brief | Sep 30, 2024 | Oct 24, 2024 | 604 | |
| Q2 2024 13F Brief | Jun 30, 2024 | Jul 29, 2024 | 573 | |
| Q1 2024 13F Brief | Mar 31, 2024 | May 14, 2024 | 570 | |
| Q4 2023 13F Brief | Dec 31, 2023 | Feb 14, 2024 | 524 | |
| Q3 2023 13F Brief | Sep 30, 2023 | Nov 1, 2023 | 548 | |
| Q2 2023 13F Brief | Jun 30, 2023 | Aug 7, 2023 | 563 | |
| Q1 2023 13F Brief | Mar 31, 2023 | May 5, 2023 | 360 | |
| Q4 2022 13F Brief | Dec 31, 2022 | Feb 7, 2023 | 349 | |
| Q3 2022 13F Brief | Sep 30, 2022 | Nov 1, 2022 | 312 | |
| Q2 2022 13F Brief | Jun 30, 2022 | Jul 27, 2022 | 333 | |
| Q1 2022 13F Brief | Mar 31, 2022 | May 3, 2022 | 352 | |
| Q4 2021 13F Brief | Dec 31, 2021 | Feb 4, 2022 | 599 | |
| Q3 2021 13F Brief Sign in | Sep 30, 2021 | Nov 4, 2021 | 276 | |
| Q2 2021 13F Brief Sign in | Jun 30, 2021 | Aug 2, 2021 | 241 | |
| Q1 2021 13F Brief Sign in | Mar 31, 2021 | Apr 29, 2021 | 227 | |
| Q4 2020 13F Brief Sign in | Dec 31, 2020 | Feb 11, 2021 | 240 | |
| Q3 2020 13F Brief Sign in | Sep 30, 2020 | Nov 12, 2020 | 161 | |
| Q2 2020 13F Brief Sign in | Jun 30, 2020 | Aug 12, 2020 | 151 | |
| Q1 2020 13F Brief Sign in | Mar 31, 2020 | May 12, 2020 | 148 | |
| Q4 2019 13F Brief Sign in | Dec 31, 2019 | Feb 5, 2020 | 148 | |
| Q3 2019 13F Brief Sign in | Sep 30, 2019 | Nov 12, 2019 | 144 | |
| Q2 2019 13F Brief Sign in | Jun 30, 2019 | Aug 7, 2019 | 144 | |
| Q1 2019 13F Brief Sign in | Mar 31, 2019 | May 13, 2019 | 145 | |
| Q4 2018 13F Brief Sign in | Dec 31, 2018 | Feb 14, 2019 | 134 | |
| Q3 2018 13F Brief Sign in | Sep 30, 2018 | Nov 13, 2018 | 143 | |
| Q2 2018 13F Brief Sign in | Jun 30, 2018 | Aug 10, 2018 | 134 | |
| Q1 2018 13F Brief Sign in | Mar 31, 2018 | May 10, 2018 | 132 | |
| Q4 2017 13F Brief Sign in | Dec 31, 2017 | Feb 5, 2018 | 132 | |
| Q3 2017 13F Brief Sign in | Sep 30, 2017 | Nov 14, 2017 | 133 | |
| Q2 2017 13F Brief Sign in | Jun 30, 2017 | Aug 10, 2017 | 119 | |
| Q1 2017 13F Brief Sign in | Mar 31, 2017 | May 11, 2017 | 114 | |
| Q4 2016 13F Brief Sign in | Dec 31, 2016 | Feb 10, 2017 | 108 | |
| Q3 2016 13F Brief Sign in | Sep 30, 2016 | Nov 10, 2016 | 112 | |
| Q2 2016 13F Brief Sign in | Jun 30, 2016 | Aug 9, 2016 | 103 | |
| Q1 2016 13F Brief Sign in | Mar 31, 2016 | May 16, 2016 | 108 | |
| Q4 2015 13F Brief Sign in | Dec 31, 2015 | Feb 16, 2016 | 79 | |
| Q3 2015 13F Brief Sign in | Sep 30, 2015 | Nov 12, 2015 | 75 | |
| Q2 2015 13F Brief Sign in | Jun 30, 2015 | Aug 10, 2015 | 86 | |
| Q1 2015 13F Brief Sign in | Mar 31, 2015 | May 13, 2015 | 88 | |
| Q4 2014 13F Brief Sign in | Dec 31, 2014 | Feb 11, 2015 | 89 | |
| Q3 2014 13F Brief Sign in | Sep 30, 2014 | Nov 12, 2014 | 83 | |
| Q2 2014 13F Brief Sign in | Jun 30, 2014 | Aug 8, 2014 | 63 | |
| Q1 2014 13F Brief Sign in | Mar 31, 2014 | May 9, 2014 | 64 | |
| Q4 2013 13F Brief Sign in | Dec 31, 2013 | Jan 23, 2014 | 84 | |
| Q3 2013 13F Brief Sign in | Sep 30, 2013 | Nov 8, 2013 | 54 | |
| Q2 2013 13F Brief Sign in | Jun 30, 2013 | Aug 14, 2013 | 52 |
Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled
FilingExplorer is not affiliated with, sponsored by, or endorsed by Modera Wealth Management LLC. Data is compiled from public SEC filings.