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Disclosery

Root Financial Partners, LLC: DFLV position timeline

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

Root Financial Partners, LLC held 4,713,950 DFLV 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 4,713,950 shares
    Change vs previous 13F +1,570,077 shares

    7.24% of the 13F portfolio, value $186,389,578.

    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 3,143,873 shares
    Change vs previous 13F +399,663 shares

    5.19% of the 13F portfolio, value $112,267,700.

    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 2,744,210 shares
    Change vs previous 13F +846,915 shares

    4.85% of the 13F portfolio, value $93,879,419.

    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 1,897,295 shares
    Change vs previous 13F +915,855 shares

    3.85% of the 13F portfolio, value $62,421,006.

    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 981,440 shares
    Change vs previous 13F +502,826 shares

    2.94% of the 13F portfolio, value $30,444,276.

    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 478,614 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $14,631,227.

    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).