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Modera Wealth Management, LLC: EEM position timeline

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

Modera Wealth Management, LLC held 82,172 EEM 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 82,172 shares
    Change vs previous 13F -1,550 shares

    0.06% of the 13F portfolio, value $5,621,404.

    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 83,722 shares
    Change vs previous 13F -1,407 shares

    0.06% of the 13F portfolio, value $4,754,566.

    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 85,129 shares
    Change vs previous 13F -2,024 shares

    0.05% of the 13F portfolio, value $4,657,401.

    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 87,153 shares
    Change vs previous 13F -314 shares

    0.05% of the 13F portfolio, value $4,653,972.

    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 87,467 shares
    Change vs previous 13F -1,107 shares

    0.05% of the 13F portfolio, value $4,219,409.

    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 88,574 shares
    Change vs previous 13F -654 shares

    0.05% of the 13F portfolio, value $3,870,702.

    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 89,228 shares
    Change vs previous 13F +314 shares

    0.05% of the 13F portfolio, value $3,731,532.

    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 88,914 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,077,574.

    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).