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Frazier Financial Advisors, LLC: ROOT position timeline

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

Frazier Financial Advisors, LLC held 1,517 ROOT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,517 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $84,831.

    13F-HR 0002002745-26-000004 filed by Frazier Financial Advisors, 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 1,618 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $71,468.

    13F-HR 0002002745-26-000003 filed by Frazier Financial Advisors, 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 1,618 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $116,869.

    13F-HR 0002002745-26-000001 filed by Frazier Financial Advisors, 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 1,618 shares
    Change vs previous 13F -311 shares

    0.09% of the 13F portfolio, value $144,828.

    13F-HR 0002002745-25-000003 filed by Frazier Financial Advisors, 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 1,929 shares
    Change vs previous 13F +1,891 shares

    0.17% of the 13F portfolio, value $246,855.

    13F-HR 0002002745-25-000002 filed by Frazier Financial Advisors, 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 38 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,071.

    13F-HR 0001855205-25-000019 filed by Frazier Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).