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Modera Wealth Management, LLC: ESGE position timeline

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

Modera Wealth Management, LLC held 155,700 ESGE 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 155,700 shares
    Change vs previous 13F +328 shares

    0.09% of the 13F portfolio, value $8,515,206.

    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 155,372 shares
    Change vs previous 13F +2,811 shares

    0.08% of the 13F portfolio, value $7,064,765.

    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 152,561 shares
    Change vs previous 13F +1,937 shares

    0.08% of the 13F portfolio, value $6,738,620.

    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 150,624 shares
    Change vs previous 13F +2,792 shares

    0.08% of the 13F portfolio, value $6,540,095.

    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 147,832 shares
    Change vs previous 13F +2,285 shares

    0.07% of the 13F portfolio, value $5,790,580.

    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 145,547 shares
    Change vs previous 13F +2,607 shares

    0.07% of the 13F portfolio, value $5,086,868.

    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 142,940 shares
    Change vs previous 13F +2,388 shares

    0.06% of the 13F portfolio, value $4,772,780.

    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 140,552 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,117,513.

    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).