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Disclosery

Root Financial Partners, LLC: DFIP position timeline

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

Root Financial Partners, LLC held 7,393 DFIP 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 7,393 shares
    Change vs previous 13F -3,318 shares

    0.01% of the 13F portfolio, value $304,998.

    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 10,711 shares
    Change vs previous 13F -1,049 shares

    0.02% of the 13F portfolio, value $446,869.

    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 11,760 shares
    Change vs previous 13F -2,923 shares

    0.03% of the 13F portfolio, value $488,692.

    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 14,683 shares
    Change vs previous 13F +3,694 shares

    0.04% of the 13F portfolio, value $620,082.

    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 10,989 shares
    Change vs previous 13F -16,681 shares

    0.04% of the 13F portfolio, value $459,441.

    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 27,670 shares
    Change vs previous 13F -2,995 shares

    0.12% of the 13F portfolio, value $1,165,222.

    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 30,665 shares
    Change vs previous 13F -17,240 shares

    0.15% of the 13F portfolio, value $1,241,640.

    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 47,905 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,025,436.

    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).