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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
10,882
Value
$6.13M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of META by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,882$6.13M0.1%+818+8.1%AddedHolders
Q1 202610,064$5.76M0.1%−1,064−9.6%ReducedHolders
Q4 202511,128$7.35M0.1%+398+3.7%AddedHolders
Q3 202510,730$7.88M0.1%−138−1.3%ReducedHolders
Q2 202510,868$8.02M0.1%+69+0.6%AddedHolders
Q1 202510,799$6.22M0.1%−311−2.8%ReducedHolders
Q4 202411,110$6.50M0.1%+2,745+32.8%AddedHolders
Q3 20248,365$4.79M0.1%+260+3.2%AddedHolders
Q2 20248,105$4.09M0.1%+230+2.9%AddedHolders
Q1 20247,875$3.82M0.1%+206+2.7%AddedHolders
Q4 20237,669$2.71M<0.1%−106−1.4%ReducedHolders
Q3 20237,775$2.33M<0.1%+607+8.5%AddedHolders
Q2 20237,168$2.06M<0.1%+1,566+28.0%AddedHolders
Q1 20235,602$1.19M<0.1%+1,040+22.8%AddedHolders
Q4 20224,562$549.0K<0.1%+127+2.9%AddedHolders
Q3 20224,435$602.0K<0.1%−591−11.8%ReducedHolders
Q2 20225,026$811.0K<0.1%−188−3.6%ReducedHolders
Q1 20225,214$1.16M0.1%−16,775−76.3%ReducedHolders
Q4 202121,989$7.39M0.3%+17,066+346.7%AddedHolders
Q3 20214,923$1.67M0.1%+1,801+57.7%AddedHolders
Q2 20213,122$1.09M0.1%+45+1.5%AddedHolders
Q1 20213,077$906.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.