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Modera Wealth Management, LLC: ESGD position timeline

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

Modera Wealth Management, LLC held 146,928 ESGD 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 146,928 shares
    Change vs previous 13F -1,315 shares

    0.16% of the 13F portfolio, value $15,105,668.

    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 148,243 shares
    Change vs previous 13F -1,301 shares

    0.17% of the 13F portfolio, value $14,174,996.

    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 149,544 shares
    Change vs previous 13F -2,802 shares

    0.16% of the 13F portfolio, value $14,220,139.

    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 152,346 shares
    Change vs previous 13F -2,905 shares

    0.16% of the 13F portfolio, value $14,165,132.

    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 155,251 shares
    Change vs previous 13F -1,106 shares

    0.17% of the 13F portfolio, value $13,851,495.

    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 156,357 shares
    Change vs previous 13F -4,523 shares

    0.17% of the 13F portfolio, value $12,772,804.

    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 160,880 shares
    Change vs previous 13F -770 shares

    0.15% of the 13F portfolio, value $12,249,382.

    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 161,650 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,606,057.

    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).