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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

EXE holding history

Expand Energy Corp 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.

EXE overviewAll 13F holders of EXEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of EXE by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,000−100.0%Sold outHolders
Q1 20262,000$219.6K<0.1%−13−0.6%ReducedHolders
Q4 20252,013$222.2K<0.1%+8+0.4%AddedHolders
Q3 20252,005$213.0K<0.1%−10.0%ReducedHolders
Q2 20252,006$234.6K<0.1%−2−0.1%ReducedHolders
Q1 20252,008$223.5K<0.1%+2,008NewHolders