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Modera Wealth Management, LLC: IUSG position timeline

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

Modera Wealth Management, LLC held 354,960 IUSG 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 354,960 shares
    Change vs previous 13F +2,635 shares

    0.71% of the 13F portfolio, value $66,764,427.

    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 352,325 shares
    Change vs previous 13F +5,165 shares

    0.65% of the 13F portfolio, value $54,649,204.

    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 347,160 shares
    Change vs previous 13F -18,083 shares

    0.67% of the 13F portfolio, value $58,301,974.

    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 365,243 shares
    Change vs previous 13F -14,212 shares

    0.7% of the 13F portfolio, value $60,097,069.

    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 379,455 shares
    Change vs previous 13F +143,536 shares

    0.71% of the 13F portfolio, value $57,070,079.

    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 235,919 shares
    Change vs previous 13F +8,321 shares

    0.41% of the 13F portfolio, value $29,980,553.

    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 227,598 shares
    Change vs previous 13F -673 shares

    0.38% of the 13F portfolio, value $31,715,814.

    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 228,271 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $30,111,182.

    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).