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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

EFX holding history

Equifax 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.

EFX overviewAll 13F holders of EFXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of EFX by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,444−100.0%Sold outHolders
Q1 20261,444$260.1K<0.1%+168+13.2%AddedHolders
Q4 20251,276$276.9K<0.1%+62+5.1%AddedHolders
Q3 20251,214$311.5K<0.1%−5−0.4%ReducedHolders
Q2 20251,219$316.2K<0.1%+1,219NewHolders
Q1 20250$00.0%−984−100.0%Sold outHolders
Q4 2024984$250.8K<0.1%+20+2.1%AddedHolders
Q3 2024964$283.3K<0.1%−1−0.1%ReducedHolders
Q2 2024965$234.0K<0.1%−8−0.8%ReducedHolders
Q1 2024973$260.4K<0.1%+973NewHolders
Q3 20230$00.0%−869−100.0%Sold outHolders
Q2 2023869$204.5K<0.1%+869NewHolders
Q1 20220$00.0%−1,448−100.0%Sold outHolders
Q4 20211,448$424.0K<0.1%+1,448NewHolders