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Modera Wealth Management, LLC: DFCF position timeline

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

Modera Wealth Management, LLC held 386,395 DFCF 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 386,395 shares
    Change vs previous 13F +182,312 shares

    0.17% of the 13F portfolio, value $16,309,751.

    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 204,083 shares
    Change vs previous 13F -3,626 shares

    0.1% of the 13F portfolio, value $8,616,380.

    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 207,709 shares
    Change vs previous 13F -17,888 shares

    0.1% of the 13F portfolio, value $8,840,090.

    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 225,597 shares
    Change vs previous 13F -11,097 shares

    0.11% of the 13F portfolio, value $9,646,523.

    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 236,694 shares
    Change vs previous 13F -502 shares

    0.12% of the 13F portfolio, value $10,002,684.

    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 237,196 shares
    Change vs previous 13F +15,926 shares

    0.13% of the 13F portfolio, value $9,976,459.

    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 221,270 shares
    Change vs previous 13F +206,069 shares

    0.11% of the 13F portfolio, value $9,131,808.

    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 15,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $656,532.

    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).