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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

FC holding history

Franklin Covey Co 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.

FC overviewAll 13F holders of FCFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of FC by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−8,566−100.0%Sold outHolders
Q3 20248,566$352.3K<0.1%+8,566NewHolders
Q4 20230$00.0%−5,196−100.0%Sold outHolders
Q3 20235,196$223.0K<0.1%00.0%UnchangedHolders
Q2 20235,196$227.0K<0.1%+5,196NewHolders
Q1 20230$00.0%−5,196−100.0%Sold outHolders
Q4 20225,196$243.0K<0.1%−1,043−16.7%ReducedHolders
Q3 20226,239$283.0K<0.1%00.0%UnchangedHolders
Q2 20226,239$288.0K<0.1%00.0%UnchangedHolders
Q1 20226,239$282.0K<0.1%00.0%UnchangedHolders
Q4 20216,239$289.0K<0.1%−700−10.1%ReducedHolders
Q3 20216,939$283.0K<0.1%00.0%UnchangedHolders
Q2 20216,939$224.0K<0.1%+6,939NewHolders