Rockwood Wealth Management, LLC: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on DFSD, newest first. How the timeline and the estimate are built.
Rockwood Wealth Management, LLC held 41,056 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 41,056 sharesChange vs previous 13F -4,275 shares
0.12% of the 13F portfolio, value $1,960,439.
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 45,331 sharesChange vs previous 13F -722 shares
0.16% of the 13F portfolio, value $2,170,431.
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 46,053 sharesChange vs previous 13F -2,002 shares
0.16% of the 13F portfolio, value $2,208,224.
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 48,055 sharesChange vs previous 13F -48 shares
0.19% of the 13F portfolio, value $2,315,784.
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 48,103 sharesChange vs previous 13F -1,618 shares
0.2% of the 13F portfolio, value $2,309,412.
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 49,721 sharesChange vs previous 13F -22,314 shares
0.24% of the 13F portfolio, value $2,362,757.
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 72,035 sharesChange vs previous 13F -340,618 shares
0.36% of the 13F portfolio, value $3,379,177.
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).
- period ended2024-09-3013F 412,653 sharesChange vs previous 13F not available
2.17% of the 13F portfolio, value $19,700,062.
13F-HR 0001983670-24-000005 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).