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Modera Wealth Management, LLC: IAGG position timeline

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

Modera Wealth Management, LLC held 533,071 IAGG 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 533,071 shares
    Change vs previous 13F +25,898 shares

    0.29% of the 13F portfolio, value $26,973,386.

    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 507,173 shares
    Change vs previous 13F -2,902 shares

    0.3% of the 13F portfolio, value $25,378,917.

    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 510,075 shares
    Change vs previous 13F +4,166 shares

    0.3% of the 13F portfolio, value $25,508,862.

    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 505,909 shares
    Change vs previous 13F -4,416 shares

    0.3% of the 13F portfolio, value $25,917,740.

    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 510,325 shares
    Change vs previous 13F -1,680 shares

    0.32% of the 13F portfolio, value $26,072,526.

    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 512,005 shares
    Change vs previous 13F +10,525 shares

    0.35% of the 13F portfolio, value $25,595,151.

    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 501,480 shares
    Change vs previous 13F +3,814 shares

    0.3% of the 13F portfolio, value $25,033,877.

    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 497,666 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,789,060.

    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).