Skip to content
Disclosery

Root Financial Partners, LLC: DFIV position timeline

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

Root Financial Partners, LLC held 1,179,895 DFIV 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 1,179,895 shares
    Change vs previous 13F +307,236 shares

    2.48% of the 13F portfolio, value $63,737,910.

    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 872,659 shares
    Change vs previous 13F +47,365 shares

    2.13% of the 13F portfolio, value $46,058,926.

    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 825,294 shares
    Change vs previous 13F +44,900 shares

    2.13% of the 13F portfolio, value $41,182,153.

    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 780,394 shares
    Change vs previous 13F +187,437 shares

    2.22% of the 13F portfolio, value $35,991,786.

    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 592,957 shares
    Change vs previous 13F -65,253 shares

    2.45% of the 13F portfolio, value $25,396,333.

    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 658,210 shares
    Change vs previous 13F +43,300 shares

    2.76% of the 13F portfolio, value $25,893,825.

    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 614,910 shares
    Change vs previous 13F +147,467 shares

    2.7% of the 13F portfolio, value $21,817,003.

    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 467,443 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $17,800,224.

    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).