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Modera Wealth Management, LLC: DFEM position timeline

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

Modera Wealth Management, LLC held 150,245 DFEM 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 150,245 shares
    Change vs previous 13F +129,706 shares

    0.07% of the 13F portfolio, value $6,105,953.

    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 20,539 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $709,620.

    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 20,538 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $679,396.

    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 20,533 shares
    Change vs previous 13F -1,010 shares

    0.01% of the 13F portfolio, value $658,509.

    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 21,543 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $639,388.

    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 21,817 shares
    Change vs previous 13F +8,657 shares

    0.01% of the 13F portfolio, value $577,274.

    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 13,160 shares
    Change vs previous 13F -76,456 shares

    <0.01% of the 13F portfolio, value $344,668.

    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 89,616 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,522,681.

    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).