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Disclosery

Root Financial Partners, LLC: DFSU position timeline

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

Root Financial Partners, LLC held 129,700 DFSU 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 129,700 shares
    Change vs previous 13F +15,591 shares

    0.23% of the 13F portfolio, value $6,047,911.

    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 114,109 shares
    Change vs previous 13F +57,862 shares

    0.22% of the 13F portfolio, value $4,688,739.

    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 56,247 shares
    Change vs previous 13F +21,315 shares

    0.13% of the 13F portfolio, value $2,442,823.

    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 34,932 shares
    Change vs previous 13F +6,015 shares

    0.09% of the 13F portfolio, value $1,483,643.

    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 28,917 shares
    Change vs previous 13F -3,286 shares

    0.11% of the 13F portfolio, value $1,134,976.

    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 32,203 shares
    Change vs previous 13F +16,618 shares

    0.12% of the 13F portfolio, value $1,153,189.

    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 15,585 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $590,672.

    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).