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Livermore
Livermore
ZHEN

D.B. Root & Company, LLC

SEC CIK
0001731717
Latest filing
Aug 13, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by D.B. Root & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
3,386
Value
$463.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BR by D.B. Root & Company, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,386$463.7K0.1%+86+2.6%AddedHolders
Q1 20263,300$536.2K0.1%+60+1.9%AddedHolders
Q4 20253,240$723.1K0.2%−3−0.1%ReducedHolders
Q3 20253,243$772.4K0.2%−10.0%ReducedHolders
Q2 20253,244$788.4K0.2%+10.0%AddedHolders
Q1 20253,243$786.3K0.3%−8−0.2%ReducedHolders
Q4 20243,251$735.0K0.2%+3+0.1%AddedHolders
Q3 20243,248$698.4K0.2%+2+0.1%AddedHolders
Q2 20243,246$639.5K0.2%+13+0.4%AddedHolders
Q1 20243,233$662.3K0.2%00.0%UnchangedHolders
Q4 20233,233$665.2K0.2%−17−0.5%ReducedHolders
Q3 20233,250$581.9K0.2%00.0%UnchangedHolders
Q2 20233,250$538.3K0.2%−51−1.5%ReducedHolders
Q1 20233,301$483.8K0.2%00.0%UnchangedHolders
Q4 20223,301$442.8K0.2%+10.0%AddedHolders
Q3 20223,300$476.0K0.2%00.0%UnchangedHolders
Q2 20223,300$470.0K0.2%+4+0.1%AddedHolders
Q1 20223,296$513.0K0.2%−7−0.2%ReducedHolders
Q4 20213,303$603.0K0.2%00.0%UnchangedHolders
Q3 20213,303$550.0K0.2%00.0%UnchangedHolders
Q2 20213,303$533.0K0.2%+77+2.4%AddedHolders
Q1 20213,226$493.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.