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Modera Wealth Management, LLC: ESGV position timeline

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

Modera Wealth Management, LLC held 28,108 ESGV 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 28,108 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $3,716,982.

    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 28,106 shares
    Change vs previous 13F -954 shares

    0.04% of the 13F portfolio, value $3,155,503.

    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 29,060 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $3,515,142.

    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 29,120 shares
    Change vs previous 13F +2,324 shares

    0.04% of the 13F portfolio, value $3,448,928.

    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 26,796 shares
    Change vs previous 13F +1,932 shares

    0.04% of the 13F portfolio, value $2,937,907.

    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 24,864 shares
    Change vs previous 13F -467 shares

    0.03% of the 13F portfolio, value $2,435,451.

    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 25,331 shares
    Change vs previous 13F +519 shares

    0.03% of the 13F portfolio, value $2,657,011.

    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 24,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,522,090.

    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).