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Modera Wealth Management, LLC: WSM position timeline

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

Modera Wealth Management, LLC held 166,703 WSM 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 166,703 shares
    Change vs previous 13F -9,065 shares

    0.41% of the 13F portfolio, value $38,858,556.

    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 175,768 shares
    Change vs previous 13F -8,971 shares

    0.38% of the 13F portfolio, value $32,047,743.

    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 184,739 shares
    Change vs previous 13F -9,004 shares

    0.38% of the 13F portfolio, value $32,992,601.

    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 193,743 shares
    Change vs previous 13F -9,545 shares

    0.44% of the 13F portfolio, value $37,867,036.

    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 203,288 shares
    Change vs previous 13F -5,648 shares

    0.41% of the 13F portfolio, value $33,211,220.

    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 208,936 shares
    Change vs previous 13F -13,556 shares

    0.45% of the 13F portfolio, value $33,032,747.

    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 222,492 shares
    Change vs previous 13F -11,121 shares

    0.5% of the 13F portfolio, value $41,201,099.

    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 233,613 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $36,191,389.

    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).