Position in WEST
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$63,750
-$38,000 QoQ
Shares Held
15,000
-40.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Modera Wealth Management, LLC holds $333,523 across 1 Packaged Foods name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
9,584 | $333,523 |
All Filings in WEST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,750 | 15,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $101,750 | 25,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||