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Disclosery

Root Financial Partners, LLC: BSV position timeline

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

Root Financial Partners, LLC held 110,616 BSV 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 110,616 shares
    Change vs previous 13F +21,772 shares

    0.33% of the 13F portfolio, value $8,618,123.

    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 88,844 shares
    Change vs previous 13F +45,217 shares

    0.32% of the 13F portfolio, value $6,966,231.

    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 43,627 shares
    Change vs previous 13F +17,654 shares

    0.18% of the 13F portfolio, value $3,438,257.

    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 25,973 shares
    Change vs previous 13F +8,067 shares

    0.13% of the 13F portfolio, value $2,049,558.

    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 17,906 shares
    Change vs previous 13F -1,785 shares

    0.14% of the 13F portfolio, value $1,409,194.

    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 19,691 shares
    Change vs previous 13F +3,337 shares

    0.16% of the 13F portfolio, value $1,541,408.

    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 16,354 shares
    Change vs previous 13F +6,195 shares

    0.16% of the 13F portfolio, value $1,263,663.

    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 10,159 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $799,380.

    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).