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Disclosery

Root Financial Partners, LLC: DFCF position timeline

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

Root Financial Partners, LLC held 3,833,356 DFCF 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 3,833,356 shares
    Change vs previous 13F +585,671 shares

    6.29% of the 13F portfolio, value $161,805,936.

    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 3,247,685 shares
    Change vs previous 13F +547,048 shares

    6.34% of the 13F portfolio, value $137,117,258.

    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 2,700,637 shares
    Change vs previous 13F +645,768 shares

    5.94% of the 13F portfolio, value $114,939,125.

    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 2,054,869 shares
    Change vs previous 13F +702,772 shares

    5.41% of the 13F portfolio, value $87,866,213.

    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 1,352,097 shares
    Change vs previous 13F +118,907 shares

    5.52% of the 13F portfolio, value $57,139,637.

    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 1,233,190 shares
    Change vs previous 13F +173,782 shares

    5.53% of the 13F portfolio, value $51,866,801.

    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 1,059,408 shares
    Change vs previous 13F +212,541 shares

    5.42% of the 13F portfolio, value $43,721,755.

    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 846,867 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $36,576,185.

    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).