Modera Wealth Management, LLC: WH position timeline

Modera Wealth Management, LLC held 9,640 WH 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 9,640 shares

   Change vs previous 13F +130 shares

   0.01% of the 13F portfolio, value $811,785.

   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 9,510 shares

   Change vs previous 13F +1,179 shares

   0.01% of the 13F portfolio, value $772,498.

   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 8,331 shares

   Change vs previous 13F +2,690 shares

   0.01% of the 13F portfolio, value $629,491.

   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 5,641 shares

   Change vs previous 13F +1,372 shares

   0.01% of the 13F portfolio, value $450,716.

   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 4,269 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $346,686.

   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).