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Modera Wealth Management, LLC: DFAS position timeline

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

Modera Wealth Management, LLC held 511,559 DFAS 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 511,559 shares
    Change vs previous 13F +4,321 shares

    0.45% of the 13F portfolio, value $42,121,800.

    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 507,238 shares
    Change vs previous 13F -10,984 shares

    0.43% of the 13F portfolio, value $36,079,854.

    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 518,222 shares
    Change vs previous 13F -14,446 shares

    0.42% of the 13F portfolio, value $36,104,522.

    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 532,668 shares
    Change vs previous 13F -14,377 shares

    0.42% of the 13F portfolio, value $36,466,481.

    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 547,045 shares
    Change vs previous 13F -18,507 shares

    0.43% of the 13F portfolio, value $34,852,213.

    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 565,552 shares
    Change vs previous 13F +2,967 shares

    0.46% of the 13F portfolio, value $33,791,738.

    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 562,585 shares
    Change vs previous 13F +163,327 shares

    0.44% of the 13F portfolio, value $36,613,030.

    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 399,258 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $25,895,893.

    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).