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Modera Wealth Management, LLC: EMXC position timeline

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

Modera Wealth Management, LLC held 9,582 EMXC 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 9,582 shares
    Change vs previous 13F -332 shares

    0.01% of the 13F portfolio, value $980,239.

    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 9,914 shares
    Change vs previous 13F +2,115 shares

    0.01% of the 13F portfolio, value $779,836.

    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 7,799 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $566,832.

    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 8,164 shares
    Change vs previous 13F -1,304 shares

    0.01% of the 13F portfolio, value $551,152.

    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 9,468 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $597,810.

    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 9,668 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $532,611.

    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 9,731 shares
    Change vs previous 13F +1,037 shares

    0.01% of the 13F portfolio, value $539,584.

    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 8,694 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,291.

    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).