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Modera Wealth Management, LLC: DFSD position timeline

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

Modera Wealth Management, LLC held 33,872 DFSD 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 33,872 shares
    Change vs previous 13F +1,231 shares

    0.02% of the 13F portfolio, value $1,617,393.

    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 32,641 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,562,852.

    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 32,641 shares
    Change vs previous 13F -212 shares

    0.02% of the 13F portfolio, value $1,565,136.

    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 32,853 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $1,583,187.

    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 32,946 shares
    Change vs previous 13F +445 shares

    0.02% of the 13F portfolio, value $1,581,738.

    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 32,501 shares
    Change vs previous 13F +3,784 shares

    0.02% of the 13F portfolio, value $1,544,448.

    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 28,717 shares
    Change vs previous 13F +18,631 shares

    0.02% of the 13F portfolio, value $1,346,253.

    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 10,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,506.

    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).