Root Financial Partners, LLC: ATI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on ATI, newest first. How the timeline and the estimate are built.
Root Financial Partners, LLC held 1,115 ATI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,115 sharesChange vs previous 13F +253 shares
0.01% of the 13F portfolio, value $219,767.
13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 862 sharesChange vs previous 13F +604 shares
0.01% of the 13F portfolio, value $125,387.
13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 258 sharesChange vs previous 13F +23 shares
<0.01% of the 13F portfolio, value $29,608.
13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 235 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $19,115.
13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).