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Disclosery

Root Financial Partners, LLC: DFIS position timeline

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

Root Financial Partners, LLC held 1,635,368 DFIS 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 1,635,368 shares
    Change vs previous 13F +516,725 shares

    2.23% of the 13F portfolio, value $57,286,939.

    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 1,118,643 shares
    Change vs previous 13F +81,937 shares

    1.74% of the 13F portfolio, value $37,664,725.

    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 1,036,706 shares
    Change vs previous 13F +143,118 shares

    1.76% of the 13F portfolio, value $34,149,082.

    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 893,588 shares
    Change vs previous 13F +257,299 shares

    1.74% of the 13F portfolio, value $28,264,193.

    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 636,289 shares
    Change vs previous 13F +27,932 shares

    1.84% of the 13F portfolio, value $18,986,861.

    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 608,357 shares
    Change vs previous 13F +103,236 shares

    1.68% of the 13F portfolio, value $15,719,354.

    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 505,121 shares
    Change vs previous 13F +124,042 shares

    1.54% of the 13F portfolio, value $12,403,258.

    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 381,079 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $10,224,342.

    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).