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Modera Wealth Management, LLC: DFAC position timeline

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

Modera Wealth Management, LLC held 4,811,065 DFAC 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 4,811,065 shares
    Change vs previous 13F -20,365 shares

    2.28% of the 13F portfolio, value $213,418,854.

    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 4,831,430 shares
    Change vs previous 13F -16,672 shares

    2.25% of the 13F portfolio, value $187,749,378.

    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 4,848,102 shares
    Change vs previous 13F -148,335 shares

    2.22% of the 13F portfolio, value $191,936,374.

    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 4,996,437 shares
    Change vs previous 13F -78,223 shares

    2.23% of the 13F portfolio, value $192,712,567.

    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 5,074,660 shares
    Change vs previous 13F -49,864 shares

    2.25% of the 13F portfolio, value $181,875,805.

    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 5,124,524 shares
    Change vs previous 13F -43,683 shares

    2.29% of the 13F portfolio, value $169,058,045.

    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 5,168,207 shares
    Change vs previous 13F -8,239 shares

    2.16% of the 13F portfolio, value $178,768,298.

    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 5,176,446 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $177,500,328.

    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).