NUDM β€” NUSHARES ETF TR

Ownership history in Modera Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Modera Wealth Management, LLC reported NUSHARES ETF TR (NUDM) in 2 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows NUDM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Modera Wealth Management, LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NUDM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Modera Wealth Management, LLC held NUDM β€” position size vs. price
% of Fund (quarterly)    NUDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,472 -529 -8.8% 0.00% $206K 2025-10-31 $35.44
2024 Q3 INITIATED 6,001 β€” β€” 0.00% $202K 2024-10-24 $29.15

FAQ About Modera Wealth Management, LLC and NUDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Modera Wealth Management, LLC reported owning NUDM?

Modera Wealth Management, LLC reported NUDM across 2 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported NUDM position in Modera Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NUDM was 0.00% in 2024 Q3.

What is the latest reported NUDM position on this page?

The most recent filing on this page is 2025 Q3, when Modera Wealth Management, LLC reported 5,472 shares, equal to 0.00% of portfolio, with an estimated market value of $206K.

What does the chart on this NUDM ownership page compare?

The chart compares Modera Wealth Management, LLC's quarterly NUDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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