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Modera Wealth Management, LLC: DFAX position timeline

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

Modera Wealth Management, LLC held 431,147 DFAX 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 431,147 shares
    Change vs previous 13F -12,460 shares

    0.17% of the 13F portfolio, value $15,883,439.

    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 443,607 shares
    Change vs previous 13F -37,318 shares

    0.18% of the 13F portfolio, value $15,069,330.

    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 480,925 shares
    Change vs previous 13F +7,374 shares

    0.18% of the 13F portfolio, value $15,740,690.

    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 473,551 shares
    Change vs previous 13F -25,017 shares

    0.17% of the 13F portfolio, value $14,860,027.

    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 498,568 shares
    Change vs previous 13F -8,380 shares

    0.18% of the 13F portfolio, value $14,642,953.

    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 506,948 shares
    Change vs previous 13F -7,410 shares

    0.18% of the 13F portfolio, value $13,282,043.

    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 514,358 shares
    Change vs previous 13F +7,789 shares

    0.15% of the 13F portfolio, value $12,786,937.

    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 506,569 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,682,421.

    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).