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Rockwood Wealth Management, LLC: DFAX position timeline

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

Rockwood Wealth Management, LLC held 101,538 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,538 shares
    Change vs previous 13F -565 shares

    0.24% of the 13F portfolio, value $3,740,678.

    13F-HR 0002085853-26-000694 filed by Rockwood 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 102,103 shares
    Change vs previous 13F -1,045 shares

    0.25% of the 13F portfolio, value $3,468,456.

    13F-HR 0002085853-26-000532 filed by Rockwood 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 103,148 shares
    Change vs previous 13F -2,830 shares

    0.25% of the 13F portfolio, value $3,376,050.

    13F-HR 0002085853-26-000134 filed by Rockwood 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 105,978 shares
    Change vs previous 13F -181 shares

    0.27% of the 13F portfolio, value $3,325,603.

    13F-HR 0002085853-25-000067 filed by Rockwood 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 106,159 shares
    Change vs previous 13F -383 shares

    0.27% of the 13F portfolio, value $3,117,887.

    13F-HR 0001667731-25-000782 filed by Rockwood 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 106,542 shares
    Change vs previous 13F -1,483 shares

    0.28% of the 13F portfolio, value $2,791,390.

    13F-HR 0001667731-25-000417 filed by Rockwood 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 108,025 shares
    Change vs previous 13F -892 shares

    0.29% of the 13F portfolio, value $2,684,430.

    13F-HR 0001667731-25-000069 filed by Rockwood 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 108,917 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,941,858.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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