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Moody Aldrich Partners LLC: WERN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moody Aldrich Partners LLC on WERN, newest first. How the timeline and the estimate are built.

Moody Aldrich Partners LLC held 95,875 WERN shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,875 shares
    Change vs previous 13F +23,735 shares

    0.75% of the 13F portfolio, value $4,181,109.

    13F-HR 0000936941-26-000005 filed by Moody Aldrich Partners 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 72,140 shares
    Change vs previous 13F +72,140 shares

    0.38% of the 13F portfolio, value $2,121,637.

    13F-HR 0000936941-26-000003 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -57,488 shares

    13F-HR 0001085146-25-004478 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  4. period ended2025-03-31
    13F 57,488 shares
    Change vs previous 13F -865 shares

    0.35% of the 13F portfolio, value $1,684,398.

    13F-HR 0001085146-25-002404 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 58,353 shares
    Change vs previous 13F -1,666 shares

    0.39% of the 13F portfolio, value $2,096,040.

    13F-HR 0001085146-25-000418 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 60,019 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,316,133.

    13F-HR 0001085146-24-005046 filed by Moody Aldrich Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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