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Modera Wealth Management, LLC: DFAT position timeline

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

Modera Wealth Management, LLC held 770,649 DFAT 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 770,649 shares
    Change vs previous 13F +36,924 shares

    0.57% of the 13F portfolio, value $53,868,342.

    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 733,725 shares
    Change vs previous 13F -9,673 shares

    0.55% of the 13F portfolio, value $45,821,114.

    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 743,398 shares
    Change vs previous 13F -34,277 shares

    0.51% of the 13F portfolio, value $44,261,922.

    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 777,675 shares
    Change vs previous 13F -17,199 shares

    0.52% of the 13F portfolio, value $45,268,474.

    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 794,874 shares
    Change vs previous 13F -18,437 shares

    0.53% of the 13F portfolio, value $42,891,424.

    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 813,311 shares
    Change vs previous 13F -23,238 shares

    0.57% of the 13F portfolio, value $41,877,386.

    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 836,549 shares
    Change vs previous 13F -34,993 shares

    0.56% of the 13F portfolio, value $46,562,341.

    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 871,542 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $48,483,866.

    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).