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Rockwood Wealth Management, LLC: DFIC position timeline

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

Rockwood Wealth Management, LLC held 1,772,707 DFIC 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 1,772,707 shares
    Change vs previous 13F -1,485 shares

    4.18% of the 13F portfolio, value $66,051,061.

    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 1,774,192 shares
    Change vs previous 13F +32,129 shares

    4.51% of the 13F portfolio, value $63,037,046.

    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 1,742,063 shares
    Change vs previous 13F -98,613 shares

    4.48% of the 13F portfolio, value $60,031,494.

    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 1,840,676 shares
    Change vs previous 13F -68,417 shares

    4.82% of the 13F portfolio, value $60,355,779.

    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 1,909,093 shares
    Change vs previous 13F +478,939 shares

    5.22% of the 13F portfolio, value $59,353,707.

    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 1,430,154 shares
    Change vs previous 13F +55,085 shares

    4.05% of the 13F portfolio, value $39,715,388.

    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 1,375,069 shares
    Change vs previous 13F -5,466 shares

    3.83% of the 13F portfolio, value $35,490,539.

    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 1,380,535 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $38,848,264.

    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).