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Disclosery

Moody Aldrich Partners LLC: WMS position timeline

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

Moody Aldrich Partners LLC held 1,779 WMS 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 1,779 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $279,232.

    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 1,784 shares
    Change vs previous 13F +1,784 shares

    0.04% of the 13F portfolio, value $244,640.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,894 shares

    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).

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

  4. period ended2024-09-30
    13F 2,894 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $454,821.

    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).