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Disclosery

Root Financial Partners, LLC: DFAT position timeline

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

Root Financial Partners, LLC held 30,205 DFAT 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 30,205 shares
    Change vs previous 13F -3,134 shares

    0.08% of the 13F portfolio, value $2,111,319.

    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 33,339 shares
    Change vs previous 13F +5,875 shares

    0.1% of the 13F portfolio, value $2,081,996.

    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 27,464 shares
    Change vs previous 13F -2,723 shares

    0.08% of the 13F portfolio, value $1,635,191.

    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 30,187 shares
    Change vs previous 13F +1,826 shares

    0.11% of the 13F portfolio, value $1,757,175.

    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 28,361 shares
    Change vs previous 13F +5,535 shares

    0.15% of the 13F portfolio, value $1,530,347.

    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 22,826 shares
    Change vs previous 13F +11,578 shares

    0.13% of the 13F portfolio, value $1,176,938.

    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 11,248 shares
    Change vs previous 13F -7,516 shares

    0.08% of the 13F portfolio, value $626,062.

    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 18,764 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,043,858.

    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).