Root Financial Partners, LLC: DFSB position timeline

Root Financial Partners, LLC held 21,465 DFSB 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 21,465 shares

   Change vs previous 13F +3,378 shares

   0.04% of the 13F portfolio, value $1,118,541.

   13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 18,087 shares

   Change vs previous 13F +9,203 shares

   0.04% of the 13F portfolio, value $935,866.

   13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,884 shares

   Change vs previous 13F +3,099 shares

   0.02% of the 13F portfolio, value $460,184.

   13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,785 shares

   Change vs previous 13F +1,883 shares

   0.02% of the 13F portfolio, value $308,167.

   13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,902 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $204,582.

   13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).