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Disclosery

Root Financial Partners, LLC: FNDX position timeline

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

Root Financial Partners, LLC held 43,793 FNDX 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 43,793 shares
    Change vs previous 13F +31,095 shares

    0.05% of the 13F portfolio, value $1,361,959.

    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 12,698 shares
    Change vs previous 13F -2,751 shares

    0.02% of the 13F portfolio, value $353,639.

    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 15,449 shares
    Change vs previous 13F +6,824 shares

    0.02% of the 13F portfolio, value $420,367.

    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 8,625 shares
    Change vs previous 13F -405 shares

    0.01% of the 13F portfolio, value $226,838.

    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 9,030 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $221,596.

    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 8,972 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,826.

    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).