Modera Wealth Management, LLC: WY position timeline

Modera Wealth Management, LLC held 0 WY shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,008 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 8,008 shares

   Change vs previous 13F -160 shares

   <0.01% of the 13F portfolio, value $205,716.

   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).

3. period ended2025-03-31

   13F 8,168 shares

   Change vs previous 13F -200 shares

   <0.01% of the 13F portfolio, value $239,149.

   13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 8,368 shares

   Change vs previous 13F +200 shares

   <0.01% of the 13F portfolio, value $235,549.

   13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,168 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $276,556.

   13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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