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Modera Wealth Management, LLC: DON position timeline

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

Modera Wealth Management, LLC held 109,088 DON 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 109,088 shares
    Change vs previous 13F -1,270 shares

    0.07% of the 13F portfolio, value $6,165,636.

    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 110,358 shares
    Change vs previous 13F -6,583 shares

    0.07% of the 13F portfolio, value $5,798,204.

    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 116,941 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $6,034,150.

    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 117,367 shares
    Change vs previous 13F -283 shares

    0.07% of the 13F portfolio, value $6,138,310.

    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 117,650 shares
    Change vs previous 13F -3,609 shares

    0.07% of the 13F portfolio, value $5,896,632.

    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 121,259 shares
    Change vs previous 13F -7,561 shares

    0.08% of the 13F portfolio, value $6,004,769.

    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 128,820 shares
    Change vs previous 13F -2,709 shares

    0.08% of the 13F portfolio, value $6,565,936.

    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 131,529 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,725,089.

    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).