Rockwood Wealth Management, LLC: DFGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on DFGR, newest first. How the timeline and the estimate are built.
Rockwood Wealth Management, LLC held 1,152,153 DFGR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,152,153 sharesChange vs previous 13F +145,642 shares
2.11% of the 13F portfolio, value $33,377,864.
13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,006,511 sharesChange vs previous 13F +105,290 shares
1.92% of the 13F portfolio, value $26,753,063.
13F-HR 0002085853-26-000532 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 901,221 sharesChange vs previous 13F +188,275 shares
1.78% of the 13F portfolio, value $23,810,259.
13F-HR 0002085853-26-000134 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 712,946 sharesChange vs previous 13F +177,876 shares
1.56% of the 13F portfolio, value $19,470,551.
13F-HR 0002085853-25-000067 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 535,070 sharesChange vs previous 13F +349,651 shares
1.26% of the 13F portfolio, value $14,355,939.
13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 185,419 sharesChange vs previous 13F +124,879 shares
0.5% of the 13F portfolio, value $4,869,112.
13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,540 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,538,322.
13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).