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Disclosery

Root Financial Partners, LLC: DFAR position timeline

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

Root Financial Partners, LLC held 2,326,002 DFAR 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 2,326,002 shares
    Change vs previous 13F +208,525 shares

    2.36% of the 13F portfolio, value $60,848,204.

    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 2,117,477 shares
    Change vs previous 13F +208,208 shares

    2.32% of the 13F portfolio, value $50,078,324.

    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 1,909,269 shares
    Change vs previous 13F +326,780 shares

    2.26% of the 13F portfolio, value $43,724,540.

    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 1,582,489 shares
    Change vs previous 13F +528,128 shares

    2.33% of the 13F portfolio, value $37,742,353.

    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 1,054,361 shares
    Change vs previous 13F -56,601 shares

    2.39% of the 13F portfolio, value $24,735,303.

    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 1,110,962 shares
    Change vs previous 13F +140,598 shares

    2.81% of the 13F portfolio, value $26,405,949.

    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 970,364 shares
    Change vs previous 13F +221,230 shares

    2.8% of the 13F portfolio, value $22,580,375.

    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 749,134 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $19,207,784.

    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).