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Modera Wealth Management, LLC: EEMV position timeline

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

Modera Wealth Management, LLC held 142,812 EEMV 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 142,812 shares
    Change vs previous 13F -1,057 shares

    0.11% of the 13F portfolio, value $10,750,888.

    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 143,869 shares
    Change vs previous 13F -4,751 shares

    0.11% of the 13F portfolio, value $9,312,641.

    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 148,620 shares
    Change vs previous 13F -2,927 shares

    0.11% of the 13F portfolio, value $9,517,625.

    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 151,547 shares
    Change vs previous 13F -1,429 shares

    0.11% of the 13F portfolio, value $9,673,246.

    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 152,976 shares
    Change vs previous 13F -6,991 shares

    0.12% of the 13F portfolio, value $9,606,893.

    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 159,967 shares
    Change vs previous 13F +45 shares

    0.13% of the 13F portfolio, value $9,332,475.

    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 159,922 shares
    Change vs previous 13F +2,795 shares

    0.11% of the 13F portfolio, value $9,273,877.

    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 157,127 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,851,863.

    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).