Skip to content
Disclosery

Modera Wealth Management, LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on EAGG, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 50,871 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,871 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $2,411,795.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,943 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $2,422,340.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,947 shares
    Change vs previous 13F +408 shares

    0.03% of the 13F portfolio, value $2,437,814.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,539 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,427,389.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,539 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $2,402,625.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,524 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $2,398,880.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,054 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $2,324,508.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,887 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,424,010.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).