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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

WSFS holding history

WSFS Financial Corp in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings

Shares (Q2 2026)
10,373
Value
$795.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WSFS by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,373$795.9K<0.1%+159+1.6%AddedHolders
Q1 202610,214$668.6K<0.1%−50.0%ReducedHolders
Q4 202510,219$564.5K<0.1%+30.0%AddedHolders
Q3 202510,216$550.9K<0.1%−7,200−41.3%ReducedHolders
Q2 202517,416$957.9K<0.1%−818−4.5%ReducedHolders
Q1 202518,234$945.8K<0.1%−25−0.1%ReducedHolders
Q4 202418,259$970.1K<0.1%−14,382−44.1%ReducedHolders
Q3 202432,641$1.66M<0.1%−2,400−6.8%ReducedHolders
Q2 202435,041$1.65M<0.1%−30,695−46.7%ReducedHolders
Q1 202465,736$2.97M<0.1%+80.0%AddedHolders
Q4 202365,728$3.02M<0.1%−53−0.1%ReducedHolders
Q3 202365,781$2.40M<0.1%−190−0.3%ReducedHolders
Q2 202365,971$2.49M<0.1%−130.0%ReducedHolders
Q1 202365,984$2.48M0.1%+90+0.1%AddedHolders
Q4 202265,894$2.99M0.1%−10,388−13.6%ReducedHolders
Q3 202276,282$3.54M0.2%−19,187−20.1%ReducedHolders
Q2 202295,469$3.83M0.2%−19,362−16.9%ReducedHolders
Q1 2022114,831$5.35M0.2%+102,433+826.2%AddedHolders
Q4 202112,398$621.0K<0.1%+1,216+10.9%AddedHolders
Q3 202111,182$574.0K<0.1%00.0%UnchangedHolders
Q2 202111,182$521.0K<0.1%00.0%UnchangedHolders
Q1 202111,182$557.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.