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Modera Wealth Management, LLC: EFV position timeline

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

Modera Wealth Management, LLC held 1,284,516 EFV 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 1,284,516 shares
    Change vs previous 13F -50,570 shares

    1.05% of the 13F portfolio, value $98,329,726.

    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 1,335,086 shares
    Change vs previous 13F -159,497 shares

    1.19% of the 13F portfolio, value $99,263,663.

    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 1,494,583 shares
    Change vs previous 13F -244,451 shares

    1.23% of the 13F portfolio, value $106,728,171.

    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 1,739,034 shares
    Change vs previous 13F -67,767 shares

    1.37% of the 13F portfolio, value $117,958,664.

    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 1,806,801 shares
    Change vs previous 13F -100,416 shares

    1.42% of the 13F portfolio, value $114,695,701.

    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 1,907,217 shares
    Change vs previous 13F -97,668 shares

    1.52% of the 13F portfolio, value $112,411,370.

    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 2,004,885 shares
    Change vs previous 13F +50,218 shares

    1.27% of the 13F portfolio, value $105,196,333.

    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 1,954,667 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $112,451,977.

    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).