Modera Wealth Management, LLC

Position in WMG — Warner Music Group Corp.

CIK 1542143 WESTWOOD, NJ

Position in WMG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,468,343

+$141,580 QoQ

Shares Held

128,125

-1.6% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#94

of 336 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $13,889,234 across 5 Entertainment names. WMG ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DIS	Walt Disney Co	86,307	$8,307,048
2	WMG	Warner Music Group Corp. This page	128,125	$3,468,343
3	NFLX	Netflix Inc	21,379	$1,526,460
4	ROKU	Roku, Inc	2,145	$296,310
5	WBD	Warner Bros. Discovery, Inc.	10,918	$291,073

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,468,343	128,125	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$3,326,763	130,257	+14.5%	Shares	Sole	2026-05-06
2025-12-31	$3,488,804	113,753	+2.9%	Shares	Sole	2026-01-21
2025-09-30	$3,766,763	110,592	+8.1%	Shares	Sole	2025-10-31
2025-06-30	$2,785,943	102,274	+128.3%	Shares	Sole	2025-08-06
2025-03-31	$1,404,354	44,796	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.