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Disclosery

Root Financial Partners, LLC: DUSB position timeline

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

Root Financial Partners, LLC held 1,866,250 DUSB 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 1,866,250 shares
    Change vs previous 13F +351,880 shares

    3.68% of the 13F portfolio, value $94,768,195.

    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 1,514,370 shares
    Change vs previous 13F +229,096 shares

    3.55% of the 13F portfolio, value $76,793,693.

    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 1,285,274 shares
    Change vs previous 13F +329,494 shares

    3.36% of the 13F portfolio, value $65,099,117.

    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 955,780 shares
    Change vs previous 13F +347,155 shares

    2.99% of the 13F portfolio, value $48,534,529.

    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 608,625 shares
    Change vs previous 13F +78,618 shares

    2.99% of the 13F portfolio, value $30,887,730.

    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 530,007 shares
    Change vs previous 13F +140,661 shares

    2.87% of the 13F portfolio, value $26,887,255.

    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 389,346 shares
    Change vs previous 13F +150,334 shares

    2.44% of the 13F portfolio, value $19,697,024.

    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 239,012 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $12,134,617.

    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).