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Disclosery

Modera Wealth Management, LLC: DFIS position timeline

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

Modera Wealth Management, LLC held 74,410 DFIS 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 74,410 shares
    Change vs previous 13F +53,462 shares

    0.03% of the 13F portfolio, value $2,606,595.

    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 20,948 shares
    Change vs previous 13F -1,448 shares

    0.01% of the 13F portfolio, value $705,335.

    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 22,396 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $737,740.

    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 22,761 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $719,945.

    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 22,761 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $679,202.

    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 22,761 shares
    Change vs previous 13F +487 shares

    0.01% of the 13F portfolio, value $588,156.

    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 22,274 shares
    Change vs previous 13F -49,200 shares

    0.01% of the 13F portfolio, value $546,950.

    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 71,474 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,917,660.

    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).