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Disclosery

Root Financial Partners, LLC: DFSV position timeline

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

Root Financial Partners, LLC held 287,747 DFSV 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 287,747 shares
    Change vs previous 13F -233,501 shares

    0.43% of the 13F portfolio, value $11,161,692.

    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 521,248 shares
    Change vs previous 13F -96,238 shares

    0.84% of the 13F portfolio, value $18,264,544.

    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 617,486 shares
    Change vs previous 13F -259,185 shares

    1.05% of the 13F portfolio, value $20,309,111.

    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 876,671 shares
    Change vs previous 13F +94,169 shares

    1.72% of the 13F portfolio, value $27,913,203.

    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 782,502 shares
    Change vs previous 13F -515,381 shares

    2.23% of the 13F portfolio, value $23,029,046.

    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 1,297,883 shares
    Change vs previous 13F -176,545 shares

    3.9% of the 13F portfolio, value $36,579,005.

    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 1,474,428 shares
    Change vs previous 13F +340,729 shares

    5.63% of the 13F portfolio, value $45,382,908.

    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 1,133,699 shares
    Change vs previous 13F not available

    5.59% of the 13F portfolio, value $34,917,918.

    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).