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Rockwood Wealth Management, LLC: DXUV position timeline

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

Rockwood Wealth Management, LLC held 29,191 DXUV 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 29,191 shares
    Change vs previous 13F +1,364 shares

    0.12% of the 13F portfolio, value $1,941,191.

    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 27,827 shares
    Change vs previous 13F +716 shares

    0.12% of the 13F portfolio, value $1,651,538.

    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 27,111 shares
    Change vs previous 13F +579 shares

    0.12% of the 13F portfolio, value $1,620,725.

    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 26,532 shares
    Change vs previous 13F +1,303 shares

    0.12% of the 13F portfolio, value $1,550,547.

    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 25,229 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,368,193.

    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).