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Disclosery

Root Financial Partners, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on DFAE, newest first. How the timeline and the estimate are built.

Root Financial Partners, LLC held 3,080,099 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,080,099 shares
    Change vs previous 13F -149,293 shares

    4.81% of the 13F portfolio, value $123,850,794.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 3,229,392 shares
    Change vs previous 13F +194,902 shares

    5.06% of the 13F portfolio, value $109,347,225.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 3,034,490 shares
    Change vs previous 13F +295,273 shares

    5.11% of the 13F portfolio, value $98,833,345.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 2,739,217 shares
    Change vs previous 13F +768,150 shares

    5.32% of the 13F portfolio, value $86,367,515.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 1,971,067 shares
    Change vs previous 13F -107,689 shares

    5.51% of the 13F portfolio, value $57,062,398.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 2,078,756 shares
    Change vs previous 13F +257,941 shares

    5.74% of the 13F portfolio, value $53,815,186.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 1,820,815 shares
    Change vs previous 13F +351,669 shares

    5.73% of the 13F portfolio, value $46,194,083.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 1,469,146 shares
    Change vs previous 13F not available

    6.44% of the 13F portfolio, value $40,269,304.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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