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Disclosery

Root Financial Partners, LLC: DFIC position timeline

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

Root Financial Partners, LLC held 90,870 DFIC 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 90,870 shares
    Change vs previous 13F -504 shares

    0.13% of the 13F portfolio, value $3,385,803.

    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 91,374 shares
    Change vs previous 13F +18,157 shares

    0.15% of the 13F portfolio, value $3,246,529.

    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 73,217 shares
    Change vs previous 13F -24 shares

    0.13% of the 13F portfolio, value $2,523,041.

    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 73,241 shares
    Change vs previous 13F +58,376 shares

    0.15% of the 13F portfolio, value $2,401,558.

    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 14,865 shares
    Change vs previous 13F -44,999 shares

    0.04% of the 13F portfolio, value $462,153.

    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 59,864 shares
    Change vs previous 13F +993 shares

    0.18% of the 13F portfolio, value $1,662,431.

    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 58,871 shares
    Change vs previous 13F +780 shares

    0.19% of the 13F portfolio, value $1,521,510.

    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 58,091 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,634,679.

    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).