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Modera Wealth Management, LLC: DFUS position timeline

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

Modera Wealth Management, LLC held 1,177,121 DFUS 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 1,177,121 shares
    Change vs previous 13F +87,637 shares

    1.03% of the 13F portfolio, value $96,453,308.

    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 1,089,484 shares
    Change vs previous 13F -46,626 shares

    0.93% of the 13F portfolio, value $77,255,286.

    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 1,136,110 shares
    Change vs previous 13F -52,197 shares

    0.97% of the 13F portfolio, value $84,265,281.

    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 1,188,307 shares
    Change vs previous 13F -17,642 shares

    1% of the 13F portfolio, value $86,080,968.

    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 1,205,949 shares
    Change vs previous 13F +60,542 shares

    1% of the 13F portfolio, value $80,822,686.

    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 1,145,407 shares
    Change vs previous 13F -9,585 shares

    0.94% of the 13F portfolio, value $69,274,188.

    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 1,154,992 shares
    Change vs previous 13F -12,140 shares

    0.89% of the 13F portfolio, value $73,630,736.

    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 1,167,132 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $72,595,593.

    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).