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Modera Wealth Management, LLC: EFA position timeline

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

Modera Wealth Management, LLC held 525,215 EFA 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 525,215 shares
    Change vs previous 13F -8,235 shares

    0.58% of the 13F portfolio, value $54,559,346.

    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 533,450 shares
    Change vs previous 13F -6,895 shares

    0.62% of the 13F portfolio, value $51,814,035.

    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 540,345 shares
    Change vs previous 13F -8,276 shares

    0.6% of the 13F portfolio, value $51,889,367.

    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 548,621 shares
    Change vs previous 13F -16,054 shares

    0.59% of the 13F portfolio, value $51,224,772.

    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 564,675 shares
    Change vs previous 13F -4,188 shares

    0.62% of the 13F portfolio, value $50,476,339.

    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 568,863 shares
    Change vs previous 13F -12,632 shares

    0.63% of the 13F portfolio, value $46,493,178.

    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 581,495 shares
    Change vs previous 13F +24,994 shares

    0.53% of the 13F portfolio, value $43,966,814.

    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 556,501 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $46,540,210.

    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).