Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WTRG holding history

Essential Utilities, Inc. 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.

WTRG overview All 13F holders of WTRG Full Q2 2026 holdings

Shares (Q2 2026): 5,417
Value: $207.5K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of WTRG by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,417	$207.5K	<0.1%	+10.0%	Added	Holders
Q1 2026	5,416	$218.1K	<0.1%	−223−4.0%	Reduced	Holders
Q4 2025	5,639	$216.3K	<0.1%	−347−5.8%	Reduced	Holders
Q3 2025	5,986	$238.9K	<0.1%	−6,355−51.5%	Reduced	Holders
Q2 2025	12,341	$458.4K	<0.1%	−501−3.9%	Reduced	Holders
Q1 2025	12,842	$507.7K	<0.1%	−279−2.1%	Reduced	Holders
Q4 2024	13,121	$476.6K	<0.1%	−15,378−54.0%	Reduced	Holders
Q3 2024	28,499	$1.10M	<0.1%	−15−0.1%	Reduced	Holders
Q2 2024	28,514	$1.06M	<0.1%	−3,989−12.3%	Reduced	Holders
Q1 2024	32,503	$1.20M	<0.1%	−29−0.1%	Reduced	Holders
Q4 2023	32,532	$1.22M	<0.1%	+40+0.1%	Added	Holders
Q3 2023	32,492	$1.12M	<0.1%	+228+0.7%	Added	Holders
Q2 2023	32,264	$1.29M	<0.1%	+199+0.6%	Added	Holders
Q1 2023	32,065	$1.40M	0.1%	−41−0.1%	Reduced	Holders
Q4 2022	32,106	$1.53M	0.1%	−2,261−6.6%	Reduced	Holders
Q3 2022	34,367	$1.42M	0.1%	−2,083−5.7%	Reduced	Holders
Q2 2022	36,450	$1.67M	0.1%	−416−1.1%	Reduced	Holders
Q1 2022	36,866	$1.89M	0.1%	−2,393−6.1%	Reduced	Holders
Q4 2021	39,259	$2.11M	0.1%	+4,479+12.9%	Added	Holders
Q3 2021	34,780	$1.60M	0.1%	+1,000+3.0%	Added	Holders
Q2 2021	33,780	$1.54M	0.1%	00.0%	Unchanged	Holders
Q1 2021	33,780	$1.51M	0.1%	–	–	Holders

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