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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

  1. period ended2026-06-30
    13F 41,056 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 45,331 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 46,053 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 48,055 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 48,103 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 49,721 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 72,035 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 412,653 shares
    Change 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), ingested

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