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Modera Wealth Management, LLC: DFSV position timeline

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

Modera Wealth Management, LLC held 2,947,946 DFSV 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 2,947,946 shares
    Change vs previous 13F +184,445 shares

    1.22% of the 13F portfolio, value $114,350,813.

    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 2,763,501 shares
    Change vs previous 13F +103,055 shares

    1.16% of the 13F portfolio, value $96,833,092.

    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 2,660,446 shares
    Change vs previous 13F +121,026 shares

    1.01% of the 13F portfolio, value $87,502,077.

    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 2,539,420 shares
    Change vs previous 13F +81,580 shares

    0.94% of the 13F portfolio, value $80,855,148.

    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 2,457,840 shares
    Change vs previous 13F -478,938 shares

    0.9% of the 13F portfolio, value $72,334,231.

    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 2,936,778 shares
    Change vs previous 13F +53,689 shares

    1.12% of the 13F portfolio, value $82,670,287.

    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 2,883,089 shares
    Change vs previous 13F +317,240 shares

    1.07% of the 13F portfolio, value $88,741,479.

    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 2,565,849 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $79,028,158.

    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).