Modera Wealth Management, LLC SEC EDGAR Filings (CIK 0001542143)

SEC EDGAR filings, ownership reports, and insider transactions for Modera Wealth Management, LLC.

Business address
56 Jefferson Avenue, Westwood, NJ, 07675
Top securities (13F)
VUG, VEA, VIG, VTV, IEFA, STIP, AAPL, AVDV, DFAC, MSFT, IVV, IJR, DFAU, IWF, IUSV, AVGO, GOOG, DFIV, AVUS, and EFV
State of incorporation
DE
Fiscal year end
31 December
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Modera Wealth Management, LLC has filed 62 SEC EDGAR filings since 14 Feb 2012

Latest Filings

Recent SEC filings for Modera Wealth Management, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 30 Sep 2025 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2025 30 Jun 2025 028-14860
N-PX Open N-PX document View SEC filing for N-PX 09 Jul 2025 30 Jun 2025 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2025 31 Dec 2024 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2024 30 Jun 2024 028-14860
N-PX Open N-PX document View SEC filing for N-PX 01 Jul 2024 01 Jul 2024 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-14860
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 30 Nov 2023 30 Sep 2023 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2023 30 Sep 2023 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2023 30 Jun 2023 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2023 31 Dec 2022 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2022 30 Jun 2022 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2022 31 Mar 2022 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2022 31 Dec 2021 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2021 30 Sep 2021 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2021 30 Jun 2021 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2021 31 Mar 2021 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2021 31 Dec 2020 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2020 30 Jun 2020 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2020 31 Dec 2019 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2019 30 Jun 2019 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2018 31 Mar 2018 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2018 31 Dec 2017 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2017 30 Jun 2017 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2017 31 Mar 2017 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2017 31 Dec 2016 028-14860
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 10 Feb 2017 30 Sep 2016 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2016 30 Sep 2016 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2016 30 Jun 2016 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2016 31 Mar 2016 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2016 31 Dec 2015 028-14860
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 15 Dec 2015 30 Jun 2015 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2015 30 Sep 2015 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2015 30 Jun 2015 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2015 31 Mar 2015 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2015 31 Dec 2014 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2014 30 Sep 2014 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2014 30 Jun 2014 028-14860
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 15 May 2014 31 Mar 2014 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2014 31 Mar 2014 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2014 31 Dec 2013 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2013 30 Sep 2013 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2013 30 Jun 2013 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 14 May 2013 31 Mar 2013 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 11 Feb 2013 31 Dec 2012 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 13 Nov 2012 30 Sep 2012 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 14 Aug 2012 30 Jun 2012 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 10 May 2012 31 Mar 2012 028-14860
13F-HR Open 13F-HR document View SEC filing for 13F-HR MODERA WEALTH MANAGEMENT, LLC 14 Feb 2012 31 Dec 2011 028-14860

About this filer

Modera Wealth Management, LLC files with the SEC under CIK 0001542143. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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