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Disclosery

Rockwood Wealth Management, LLC: SUB position timeline

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

Rockwood Wealth Management, LLC held 48,970 SUB 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 48,970 shares
    Change vs previous 13F -5,066 shares

    0.33% of the 13F portfolio, value $5,213,805.

    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 54,036 shares
    Change vs previous 13F +4,574 shares

    0.41% of the 13F portfolio, value $5,754,803.

    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 49,462 shares
    Change vs previous 13F +335 shares

    0.39% of the 13F portfolio, value $5,277,565.

    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 49,127 shares
    Change vs previous 13F -342 shares

    0.42% of the 13F portfolio, value $5,245,750.

    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 49,469 shares
    Change vs previous 13F +11,692 shares

    0.46% of the 13F portfolio, value $5,260,503.

    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 37,777 shares
    Change vs previous 13F -7,728 shares

    0.41% of the 13F portfolio, value $3,989,225.

    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 45,505 shares
    Change vs previous 13F -120,170 shares

    0.52% of the 13F portfolio, value $4,800,751.

    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 165,675 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $17,593,065.

    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).