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Disclosery

Root Financial Partners, LLC: DFUS position timeline

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

Root Financial Partners, LLC held 5,198,745 DFUS 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 5,198,745 shares
    Change vs previous 13F -927,205 shares

    16.55% of the 13F portfolio, value $425,985,139.

    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 6,125,950 shares
    Change vs previous 13F +805,252 shares

    20.09% of the 13F portfolio, value $434,391,092.

    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 5,320,698 shares
    Change vs previous 13F +759,253 shares

    20.39% of the 13F portfolio, value $394,636,199.

    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 4,561,445 shares
    Change vs previous 13F +1,466,016 shares

    20.36% of the 13F portfolio, value $330,431,072.

    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 3,095,429 shares
    Change vs previous 13F +201,590 shares

    20.05% of the 13F portfolio, value $207,455,630.

    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 2,893,839 shares
    Change vs previous 13F +577,114 shares

    18.67% of the 13F portfolio, value $175,121,320.

    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 2,316,725 shares
    Change vs previous 13F +495,422 shares

    18.31% of the 13F portfolio, value $147,691,245.

    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 1,821,303 shares
    Change vs previous 13F not available

    18.12% of the 13F portfolio, value $113,285,019.

    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).