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Rockwood Wealth Management, LLC: DFEM position timeline

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

Rockwood Wealth Management, LLC held 2,156,982 DFEM 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 2,156,982 shares
    Change vs previous 13F -97,415 shares

    5.54% of the 13F portfolio, value $87,659,752.

    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 2,254,397 shares
    Change vs previous 13F +161,334 shares

    5.58% of the 13F portfolio, value $77,889,405.

    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 2,093,063 shares
    Change vs previous 13F +230,593 shares

    5.16% of the 13F portfolio, value $69,238,511.

    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 1,862,470 shares
    Change vs previous 13F +251,222 shares

    4.77% of the 13F portfolio, value $59,729,401.

    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 1,611,248 shares
    Change vs previous 13F -25,176 shares

    4.21% of the 13F portfolio, value $47,821,840.

    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 1,636,424 shares
    Change vs previous 13F +341,161 shares

    4.41% of the 13F portfolio, value $43,299,782.

    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 1,295,263 shares
    Change vs previous 13F +314,799 shares

    3.66% of the 13F portfolio, value $33,922,937.

    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 980,464 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $27,600,072.

    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).