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Rockwood Wealth Management, LLC: ET position timeline

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

Rockwood Wealth Management, LLC held 132,450 ET 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 132,450 shares
    Change vs previous 13F +1,258 shares

    0.16% of the 13F portfolio, value $2,532,438.

    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 131,192 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $2,532,001.

    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 131,165 shares
    Change vs previous 13F -408 shares

    0.16% of the 13F portfolio, value $2,162,905.

    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 131,573 shares
    Change vs previous 13F +501 shares

    0.18% of the 13F portfolio, value $2,257,791.

    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 131,072 shares
    Change vs previous 13F -600 shares

    0.21% of the 13F portfolio, value $2,376,345.

    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 131,672 shares
    Change vs previous 13F -20 shares

    0.25% of the 13F portfolio, value $2,447,785.

    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 131,692 shares
    Change vs previous 13F +3,419 shares

    0.28% of the 13F portfolio, value $2,577,209.

    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 128,273 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,058,784.

    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).