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Disclosery

Root Financial Partners, LLC: BND position timeline

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

Root Financial Partners, LLC held 171,731 BND 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 171,731 shares
    Change vs previous 13F -13,885 shares

    0.49% of the 13F portfolio, value $12,606,804.

    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 185,616 shares
    Change vs previous 13F +56,764 shares

    0.63% of the 13F portfolio, value $13,668,767.

    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 128,852 shares
    Change vs previous 13F +19,564 shares

    0.49% of the 13F portfolio, value $9,544,034.

    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 109,288 shares
    Change vs previous 13F +23,471 shares

    0.5% of the 13F portfolio, value $8,127,712.

    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 85,817 shares
    Change vs previous 13F -27,414 shares

    0.61% of the 13F portfolio, value $6,318,714.

    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 113,231 shares
    Change vs previous 13F +62,335 shares

    0.89% of the 13F portfolio, value $8,316,802.

    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 50,896 shares
    Change vs previous 13F +24,731 shares

    0.45% of the 13F portfolio, value $3,659,916.

    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 26,165 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,965,222.

    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).