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Modera Wealth Management, LLC: IEMG position timeline

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

Modera Wealth Management, LLC held 1,337,777 IEMG 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 1,337,777 shares
    Change vs previous 13F -15,364 shares

    1.18% of the 13F portfolio, value $110,821,483.

    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 1,353,141 shares
    Change vs previous 13F -13,156 shares

    1.13% of the 13F portfolio, value $94,381,583.

    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 1,366,297 shares
    Change vs previous 13F -72,779 shares

    1.06% of the 13F portfolio, value $91,842,479.

    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 1,439,076 shares
    Change vs previous 13F -8,635 shares

    1.1% of the 13F portfolio, value $94,863,885.

    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 1,447,711 shares
    Change vs previous 13F +81,986 shares

    1.08% of the 13F portfolio, value $86,906,090.

    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 1,365,725 shares
    Change vs previous 13F -3,561 shares

    1% of the 13F portfolio, value $73,708,156.

    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 1,369,286 shares
    Change vs previous 13F +54,255 shares

    0.86% of the 13F portfolio, value $71,504,131.

    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 1,315,031 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $75,495,904.

    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).