Skip to content
Disclosery

Modera Wealth Management, LLC: DCOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on DCOR, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 34,014 DCOR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,014 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,788,508.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 34,014 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,451,710.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,013 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,504,374.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,012 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $2,446,836.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,011 shares
    Change vs previous 13F +8,704 shares

    0.03% of the 13F portfolio, value $2,273,658.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,307 shares
    Change vs previous 13F +2,532 shares

    0.02% of the 13F portfolio, value $1,552,108.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,775 shares
    Change vs previous 13F +370 shares

    0.02% of the 13F portfolio, value $1,461,275.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,405 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,419,163.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).