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Modera Wealth Management, LLC: DFAE position timeline

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

Modera Wealth Management, LLC held 601,461 DFAE 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 601,461 shares
    Change vs previous 13F -4,689 shares

    0.26% of the 13F portfolio, value $24,184,749.

    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 606,150 shares
    Change vs previous 13F -9,323 shares

    0.25% of the 13F portfolio, value $20,524,229.

    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 615,473 shares
    Change vs previous 13F -23,568 shares

    0.23% of the 13F portfolio, value $20,045,955.

    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 639,041 shares
    Change vs previous 13F -16,673 shares

    0.23% of the 13F portfolio, value $20,148,978.

    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 655,714 shares
    Change vs previous 13F -5,342 shares

    0.24% of the 13F portfolio, value $18,982,923.

    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 661,056 shares
    Change vs previous 13F +5,931 shares

    0.23% of the 13F portfolio, value $17,114,733.

    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 655,125 shares
    Change vs previous 13F +73,818 shares

    0.2% of the 13F portfolio, value $16,620,515.

    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 581,307 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,933,637.

    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).