Modera Wealth Management, LLC: DRI position timeline

Modera Wealth Management, LLC held 1,015 DRI 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 1,015 shares

   Change vs previous 13F +1,015 shares

   <0.01% of the 13F portfolio, value $209,101.

   13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -976 shares

   13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-06-30

   13F 976 shares

   Change vs previous 13F -651 shares

   <0.01% of the 13F portfolio, value $212,804.

   13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 1,627 shares

   Change vs previous 13F +12 shares

   <0.01% of the 13F portfolio, value $338,088.

   13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 1,615 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $301,561.

   13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).