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Modera Wealth Management, LLC: DOV position timeline

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

Modera Wealth Management, LLC held 87,646 DOV 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 87,646 shares
    Change vs previous 13F -1,263 shares

    0.21% of the 13F portfolio, value $19,657,261.

    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 88,909 shares
    Change vs previous 13F -1,720 shares

    0.22% of the 13F portfolio, value $18,533,096.

    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 90,629 shares
    Change vs previous 13F -756 shares

    0.2% of the 13F portfolio, value $17,694,420.

    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 91,385 shares
    Change vs previous 13F -634 shares

    0.18% of the 13F portfolio, value $15,245,688.

    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 92,019 shares
    Change vs previous 13F -566 shares

    0.21% of the 13F portfolio, value $16,860,563.

    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 92,585 shares
    Change vs previous 13F -1,009 shares

    0.22% of the 13F portfolio, value $16,265,257.

    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 93,594 shares
    Change vs previous 13F -470 shares

    0.21% of the 13F portfolio, value $17,558,248.

    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 94,064 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,035,845.

    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).