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Disclosery

Root Financial Partners, LLC: DFEM position timeline

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

Root Financial Partners, LLC held 71,312 DFEM 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 71,312 shares
    Change vs previous 13F -2,521 shares

    0.11% of the 13F portfolio, value $2,898,127.

    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 73,833 shares
    Change vs previous 13F +32,194 shares

    0.12% of the 13F portfolio, value $2,550,932.

    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 41,639 shares
    Change vs previous 13F +1,015 shares

    0.07% of the 13F portfolio, value $1,377,422.

    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 40,624 shares
    Change vs previous 13F +26,075 shares

    0.08% of the 13F portfolio, value $1,302,810.

    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 14,549 shares
    Change vs previous 13F -17,816 shares

    0.04% of the 13F portfolio, value $431,804.

    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 32,365 shares
    Change vs previous 13F +1,399 shares

    0.09% of the 13F portfolio, value $856,388.

    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 30,966 shares
    Change vs previous 13F +393 shares

    0.1% of the 13F portfolio, value $810,992.

    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 30,573 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $860,630.

    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).