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Disclosery

Root Financial Partners, LLC: DFSD position timeline

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

Root Financial Partners, LLC held 3,637,085 DFSD 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 3,637,085 shares
    Change vs previous 13F +645,949 shares

    6.75% of the 13F portfolio, value $173,670,830.

    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 2,991,136 shares
    Change vs previous 13F +506,613 shares

    6.62% of the 13F portfolio, value $143,215,576.

    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 2,484,523 shares
    Change vs previous 13F +626,808 shares

    6.16% of the 13F portfolio, value $119,132,870.

    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 1,857,715 shares
    Change vs previous 13F +665,421 shares

    5.52% of the 13F portfolio, value $89,523,280.

    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 1,192,294 shares
    Change vs previous 13F +106,401 shares

    5.53% of the 13F portfolio, value $57,242,048.

    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 1,085,893 shares
    Change vs previous 13F +276,591 shares

    5.5% of the 13F portfolio, value $51,601,297.

    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 809,302 shares
    Change vs previous 13F +243,457 shares

    4.7% of the 13F portfolio, value $37,940,068.

    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 565,845 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $27,013,457.

    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).