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Modera Wealth Management, LLC: WPM position timeline

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

Modera Wealth Management, LLC held 2,454 WPM 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 2,454 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $275,683.

    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 2,447 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $320,639.

    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 2,459 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $289,033.

    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 2,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,371.

    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).