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Modera Wealth Management, LLC: EMB position timeline

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

Modera Wealth Management, LLC held 47,472 EMB 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 47,472 shares
    Change vs previous 13F +3,645 shares

    0.05% of the 13F portfolio, value $4,578,241.

    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 43,827 shares
    Change vs previous 13F +890 shares

    0.05% of the 13F portfolio, value $4,116,701.

    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 42,937 shares
    Change vs previous 13F +2,834 shares

    0.05% of the 13F portfolio, value $4,134,006.

    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 40,103 shares
    Change vs previous 13F +852 shares

    0.04% of the 13F portfolio, value $3,817,411.

    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 39,251 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $3,635,440.

    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 39,190 shares
    Change vs previous 13F +610 shares

    0.05% of the 13F portfolio, value $3,550,213.

    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 38,580 shares
    Change vs previous 13F -971 shares

    0.04% of the 13F portfolio, value $3,435,191.

    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 39,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,701,182.

    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).