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Root Financial Partners, LLC: BABA position timeline

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

Root Financial Partners, LLC held 2,235 BABA 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 2,235 shares
    Change vs previous 13F -353 shares

    0.01% of the 13F portfolio, value $214,515.

    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 2,588 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $324,690.

    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 2,663 shares
    Change vs previous 13F +219 shares

    0.02% of the 13F portfolio, value $390,343.

    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 2,444 shares
    Change vs previous 13F -10,508 shares

    0.03% of the 13F portfolio, value $436,816.

    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 12,952 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $1,468,886.

    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 12,903 shares
    Change vs previous 13F -1,187 shares

    0.18% of the 13F portfolio, value $1,706,164.

    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 14,090 shares
    Change vs previous 13F +1,768 shares

    0.15% of the 13F portfolio, value $1,194,692.

    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 12,322 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,307,611.

    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).