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Modera Wealth Management, LLC: DISV position timeline

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

Modera Wealth Management, LLC held 587,313 DISV 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 587,313 shares
    Change vs previous 13F +61,884 shares

    0.25% of the 13F portfolio, value $23,568,882.

    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 525,429 shares
    Change vs previous 13F +2,310 shares

    0.25% of the 13F portfolio, value $20,722,902.

    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 523,119 shares
    Change vs previous 13F -30,265 shares

    0.23% of the 13F portfolio, value $19,878,531.

    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 553,384 shares
    Change vs previous 13F -5,691 shares

    0.23% of the 13F portfolio, value $19,750,284.

    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 559,075 shares
    Change vs previous 13F +502,874 shares

    0.23% of the 13F portfolio, value $18,399,145.

    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 56,201 shares
    Change vs previous 13F +7,508 shares

    0.02% of the 13F portfolio, value $1,636,588.

    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 48,693 shares
    Change vs previous 13F -25,933 shares

    0.02% of the 13F portfolio, value $1,293,764.

    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 74,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,168,635.

    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).