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Root Financial Partners, LLC: AAPL position timeline

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

Root Financial Partners, LLC held 126,099 AAPL 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 126,099 shares
    Change vs previous 13F -7,446 shares

    1.42% of the 13F portfolio, value $36,487,950.

    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 133,545 shares
    Change vs previous 13F +2,416 shares

    1.57% of the 13F portfolio, value $33,892,358.

    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 131,129 shares
    Change vs previous 13F +17,877 shares

    1.84% of the 13F portfolio, value $35,648,674.

    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 113,252 shares
    Change vs previous 13F +9,288 shares

    1.78% of the 13F portfolio, value $28,837,309.

    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 103,964 shares
    Change vs previous 13F +2,963 shares

    2.06% of the 13F portfolio, value $21,330,321.

    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 101,001 shares
    Change vs previous 13F +25,978 shares

    2.39% of the 13F portfolio, value $22,439,571.

    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 75,023 shares
    Change vs previous 13F +12,453 shares

    2.33% of the 13F portfolio, value $18,787,195.

    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 62,570 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $14,578,828.

    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).