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Disclosery

Root Financial Partners, LLC: DFEV position timeline

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

Root Financial Partners, LLC held 1,268,143 DFEV 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 1,268,143 shares
    Change vs previous 13F +1,121,494 shares

    2.1% of the 13F portfolio, value $54,107,995.

    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 146,649 shares
    Change vs previous 13F -31,375 shares

    0.24% of the 13F portfolio, value $5,247,100.

    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 178,024 shares
    Change vs previous 13F -80,964 shares

    0.31% of the 13F portfolio, value $6,006,539.

    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 258,988 shares
    Change vs previous 13F +19,841 shares

    0.51% of the 13F portfolio, value $8,259,112.

    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 239,147 shares
    Change vs previous 13F -141,699 shares

    0.69% of the 13F portfolio, value $7,172,009.

    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 380,846 shares
    Change vs previous 13F -33,209 shares

    1.1% of the 13F portfolio, value $10,300,877.

    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 414,055 shares
    Change vs previous 13F +143,569 shares

    1.35% of the 13F portfolio, value $10,852,384.

    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 270,486 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $7,698,029.

    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).