Modera Wealth Management, LLC: WBD position timeline

Modera Wealth Management, LLC held 10,918 WBD 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 10,918 shares

   Change vs previous 13F -1,782 shares

   <0.01% of the 13F portfolio, value $291,083.

   13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,700 shares

   Change vs previous 13F -97 shares

   <0.01% of the 13F portfolio, value $348,749.

   13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,797 shares

   Change vs previous 13F +75 shares

   <0.01% of the 13F portfolio, value $368,809.

   13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,722 shares

   Change vs previous 13F +939 shares

   <0.01% of the 13F portfolio, value $248,466.

   13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,783 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $135,036.

   13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).