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Modera Wealth Management, LLC: DFIV position timeline

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

Modera Wealth Management, LLC held 2,306,071 DFIV 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 2,306,071 shares
    Change vs previous 13F +72,073 shares

    1.33% of the 13F portfolio, value $124,573,972.

    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 2,233,998 shares
    Change vs previous 13F -45,763 shares

    1.41% of the 13F portfolio, value $117,910,422.

    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 2,279,761 shares
    Change vs previous 13F -207,134 shares

    1.32% of the 13F portfolio, value $113,760,087.

    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 2,486,895 shares
    Change vs previous 13F -30,210 shares

    1.33% of the 13F portfolio, value $114,695,604.

    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 2,517,105 shares
    Change vs previous 13F -34,499 shares

    1.33% of the 13F portfolio, value $107,807,628.

    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 2,551,604 shares
    Change vs previous 13F -39,891 shares

    1.36% of the 13F portfolio, value $100,431,132.

    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 2,591,495 shares
    Change vs previous 13F -32,017 shares

    1.11% of the 13F portfolio, value $91,946,239.

    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 2,623,512 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $99,903,348.

    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).