Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

FFWM holding history

First Foundation 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.

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

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of FFWM by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−190,349−100.0%	Sold out	Holders
Q3 2024	190,349	$1.19M	<0.1%	−95,150−33.3%	Reduced	Holders
Q2 2024	285,499	$1.87M	<0.1%	+285,499	New	Holders