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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

DRI holding history

Darden Restaurants Inc in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q2 2026)
1,015
Value
$209.1K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of DRI by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,015$209.1K<0.1%+1,015NewHolders
Q3 20250$00.0%−976−100.0%Sold outHolders
Q2 2025976$212.8K<0.1%−651−40.0%ReducedHolders
Q1 20251,627$338.1K<0.1%+12+0.7%AddedHolders
Q4 20241,615$301.6K<0.1%+1,615NewHolders
Q1 20220$00.0%−2,907−100.0%Sold outHolders
Q4 20212,907$438.0K<0.1%+2,907NewHolders