Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

AESI holding history

Atlas Energy Solutions Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AESI overview All 13F holders of AESI Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of AESI by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−10,609−100.0%	Sold out	Holders
Q1 2025	10,609	$189.3K	<0.1%	+10,609	New	Holders
Q4 2024	0	$0	0.0%	−14,767−100.0%	Sold out	Holders
Q3 2024	14,767	$321.9K	<0.1%	+14,767	New	Holders