Skip to content
Disclosery

Root Financial Partners, LLC: F position timeline

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

Root Financial Partners, LLC held 24,785 F 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 24,785 shares
    Change vs previous 13F +1,673 shares

    0.01% of the 13F portfolio, value $344,509.

    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 23,112 shares
    Change vs previous 13F +495 shares

    0.01% of the 13F portfolio, value $266,708.

    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 22,617 shares
    Change vs previous 13F +829 shares

    0.02% of the 13F portfolio, value $296,730.

    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 21,788 shares
    Change vs previous 13F +1,695 shares

    0.02% of the 13F portfolio, value $260,580.

    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 20,093 shares
    Change vs previous 13F +2,830 shares

    0.02% of the 13F portfolio, value $218,008.

    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 17,263 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $173,153.

    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 16,994 shares
    Change vs previous 13F +1,921 shares

    0.02% of the 13F portfolio, value $168,243.

    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 15,073 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $159,168.

    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).