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Modera Wealth Management, LLC: ESML position timeline

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

Modera Wealth Management, LLC held 288,299 ESML 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 288,299 shares
    Change vs previous 13F +922 shares

    0.17% of the 13F portfolio, value $16,124,548.

    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 287,377 shares
    Change vs previous 13F +1,102 shares

    0.16% of the 13F portfolio, value $13,512,468.

    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 286,275 shares
    Change vs previous 13F +6,612 shares

    0.15% of the 13F portfolio, value $13,162,912.

    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 279,663 shares
    Change vs previous 13F -3,764 shares

    0.15% of the 13F portfolio, value $12,607,203.

    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 283,427 shares
    Change vs previous 13F -2,881 shares

    0.15% of the 13F portfolio, value $11,714,023.

    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 286,308 shares
    Change vs previous 13F -10,840 shares

    0.15% of the 13F portfolio, value $10,997,079.

    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 297,148 shares
    Change vs previous 13F +8,737 shares

    0.15% of the 13F portfolio, value $12,495,080.

    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 288,411 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,061,369.

    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).