Skip to content
Disclosery

Root Financial Partners, LLC: AMZN position timeline

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

Root Financial Partners, LLC held 41,967 AMZN 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 41,967 shares
    Change vs previous 13F +4,823 shares

    0.39% of the 13F portfolio, value $10,002,397.

    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 37,144 shares
    Change vs previous 13F -2,775 shares

    0.36% of the 13F portfolio, value $7,736,025.

    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 39,919 shares
    Change vs previous 13F +5,669 shares

    0.48% of the 13F portfolio, value $9,214,086.

    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 34,250 shares
    Change vs previous 13F +1,468 shares

    0.46% of the 13F portfolio, value $7,520,256.

    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 32,782 shares
    Change vs previous 13F +1,809 shares

    0.7% of the 13F portfolio, value $7,192,044.

    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 30,973 shares
    Change vs previous 13F +6,820 shares

    0.63% of the 13F portfolio, value $5,904,080.

    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 24,153 shares
    Change vs previous 13F +6,251 shares

    0.66% of the 13F portfolio, value $5,298,910.

    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 17,902 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,335,665.

    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).