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Modera Wealth Management, LLC: WMT position timeline

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

Modera Wealth Management, LLC held 187,967 WMT 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 187,967 shares
    Change vs previous 13F -6,430 shares

    0.23% of the 13F portfolio, value $21,289,149.

    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 194,397 shares
    Change vs previous 13F -6,756 shares

    0.29% of the 13F portfolio, value $24,159,706.

    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 201,153 shares
    Change vs previous 13F -337 shares

    0.26% of the 13F portfolio, value $22,410,415.

    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 201,490 shares
    Change vs previous 13F -2,076 shares

    0.24% of the 13F portfolio, value $20,765,573.

    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 203,566 shares
    Change vs previous 13F +1,331 shares

    0.25% of the 13F portfolio, value $19,904,687.

    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 202,235 shares
    Change vs previous 13F -915 shares

    0.24% of the 13F portfolio, value $17,754,205.

    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 203,150 shares
    Change vs previous 13F +9,292 shares

    0.22% of the 13F portfolio, value $18,354,624.

    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 193,858 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,653,999.

    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).