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Disclosery

Root Financial Partners, LLC: DFUV position timeline

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

Root Financial Partners, LLC held 326,498 DFUV 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 326,498 shares
    Change vs previous 13F -247,324 shares

    0.7% of the 13F portfolio, value $17,960,644.

    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 573,822 shares
    Change vs previous 13F -89,189 shares

    1.29% of the 13F portfolio, value $27,807,418.

    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 663,011 shares
    Change vs previous 13F -342,608 shares

    1.6% of the 13F portfolio, value $30,889,664.

    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 1,005,619 shares
    Change vs previous 13F +51,447 shares

    2.77% of the 13F portfolio, value $44,941,129.

    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 954,172 shares
    Change vs previous 13F -406,707 shares

    3.9% of the 13F portfolio, value $40,342,401.

    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 1,360,879 shares
    Change vs previous 13F -158,054 shares

    5.98% of the 13F portfolio, value $56,095,553.

    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 1,518,933 shares
    Change vs previous 13F +367,566 shares

    7.71% of the 13F portfolio, value $62,154,752.

    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 1,151,367 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $48,000,470.

    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).