Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

RJF holding history

Raymond James Financial 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.

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

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of RJF by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−4,552−100.0%	Sold out	Holders
Q4 2021	4,552	$457.0K	<0.1%	+4,552	New	Holders
Q2 2021	0	$0	0.0%	−1,778−100.0%	Sold out	Holders
Q1 2021	1,778	$218.0K	<0.1%	–	–	Holders

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