Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 126,886
Value: $43.5M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of V by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	126,886	$43.5M	0.5%	−1,268−1.0%	Reduced	Holders
Q1 2026	128,154	$38.7M	0.5%	−2,330−1.8%	Reduced	Holders
Q4 2025	130,484	$45.8M	0.5%	−623−0.5%	Reduced	Holders
Q3 2025	131,107	$44.8M	0.5%	−1,835−1.4%	Reduced	Holders
Q2 2025	132,942	$47.2M	0.6%	−130−0.1%	Reduced	Holders
Q1 2025	133,072	$46.6M	0.6%	−2,148−1.6%	Reduced	Holders
Q4 2024	135,220	$42.7M	0.5%	+274+0.2%	Added	Holders
Q3 2024	134,946	$37.1M	0.5%	+904+0.7%	Added	Holders
Q2 2024	134,042	$35.2M	0.5%	−283−0.2%	Reduced	Holders
Q1 2024	134,325	$37.5M	0.6%	−779−0.6%	Reduced	Holders
Q4 2023	135,104	$35.2M	0.6%	+839+0.6%	Added	Holders
Q3 2023	134,265	$30.9M	0.6%	+2,004+1.5%	Added	Holders
Q2 2023	132,261	$31.4M	0.6%	+116,188+722.9%	Added	Holders
Q1 2023	16,073	$3.62M	0.1%	+946+6.3%	Added	Holders
Q4 2022	15,127	$3.14M	0.1%	+61+0.4%	Added	Holders
Q3 2022	15,066	$2.68M	0.1%	+8+0.1%	Added	Holders
Q2 2022	15,058	$2.96M	0.1%	−1,529−9.2%	Reduced	Holders
Q1 2022	16,587	$3.68M	0.2%	−9,019−35.2%	Reduced	Holders
Q4 2021	25,606	$5.55M	0.2%	+19,303+306.3%	Added	Holders
Q3 2021	6,303	$1.40M	0.1%	+387+6.5%	Added	Holders
Q2 2021	5,916	$1.38M	0.1%	−293−4.7%	Reduced	Holders
Q1 2021	6,209	$1.31M	0.1%	–	–	Holders

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