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Disclosery

Root Financial Partners, LLC: DFAS position timeline

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

Root Financial Partners, LLC held 2,329,592 DFAS 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 2,329,592 shares
    Change vs previous 13F +743,237 shares

    7.45% of the 13F portfolio, value $191,818,591.

    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 1,586,355 shares
    Change vs previous 13F +231,179 shares

    5.22% of the 13F portfolio, value $112,837,443.

    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 1,355,176 shares
    Change vs previous 13F +380,939 shares

    4.88% of the 13F portfolio, value $94,415,117.

    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 974,237 shares
    Change vs previous 13F +415,058 shares

    4.11% of the 13F portfolio, value $66,696,231.

    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 559,179 shares
    Change vs previous 13F +299,957 shares

    3.44% of the 13F portfolio, value $35,625,310.

    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 259,222 shares
    Change vs previous 13F +245,533 shares

    1.65% of the 13F portfolio, value $15,488,490.

    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 13,689 shares
    Change vs previous 13F -2,800 shares

    0.11% of the 13F portfolio, value $890,900.

    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 16,489 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,069,455.

    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).