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Modera Wealth Management, LLC: DFSU position timeline

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

Modera Wealth Management, LLC held 51,542 DFSU 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 51,542 shares
    Change vs previous 13F +14,328 shares

    0.03% of the 13F portfolio, value $2,403,393.

    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 37,214 shares
    Change vs previous 13F -1,187 shares

    0.02% of the 13F portfolio, value $1,529,124.

    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 38,401 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $1,667,756.

    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 38,847 shares
    Change vs previous 13F -515 shares

    0.02% of the 13F portfolio, value $1,649,934.

    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 39,362 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $1,544,959.

    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 39,662 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $1,420,297.

    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 38,862 shares
    Change vs previous 13F +363 shares

    0.02% of the 13F portfolio, value $1,472,870.

    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 38,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,431,393.

    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).