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Disclosery

Root Financial Partners, LLC: COST position timeline

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

Root Financial Partners, LLC held 2,872 COST 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 2,872 shares
    Change vs previous 13F +492 shares

    0.1% of the 13F portfolio, value $2,686,582.

    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 2,380 shares
    Change vs previous 13F +288 shares

    0.11% of the 13F portfolio, value $2,371,496.

    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 2,092 shares
    Change vs previous 13F -62 shares

    0.09% of the 13F portfolio, value $1,804,089.

    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 2,154 shares
    Change vs previous 13F +477 shares

    0.12% of the 13F portfolio, value $1,993,581.

    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 1,677 shares
    Change vs previous 13F +18 shares

    0.16% of the 13F portfolio, value $1,660,145.

    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 1,659 shares
    Change vs previous 13F +166 shares

    0.17% of the 13F portfolio, value $1,571,460.

    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 1,493 shares
    Change vs previous 13F +477 shares

    0.17% of the 13F portfolio, value $1,368,016.

    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 1,016 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $900,695.

    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).