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Disclosery

Root Financial Partners, LLC: HD position timeline

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

Root Financial Partners, LLC held 10,936 HD 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 10,936 shares
    Change vs previous 13F +1,201 shares

    0.15% of the 13F portfolio, value $3,857,010.

    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 9,735 shares
    Change vs previous 13F -1,951 shares

    0.15% of the 13F portfolio, value $3,201,908.

    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 11,686 shares
    Change vs previous 13F -447 shares

    0.21% of the 13F portfolio, value $4,021,058.

    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 12,133 shares
    Change vs previous 13F -2,645 shares

    0.3% of the 13F portfolio, value $4,916,152.

    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 14,778 shares
    Change vs previous 13F +1,257 shares

    0.52% of the 13F portfolio, value $5,418,266.

    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 13,521 shares
    Change vs previous 13F +11,261 shares

    0.53% of the 13F portfolio, value $4,955,322.

    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 2,260 shares
    Change vs previous 13F +590 shares

    0.11% of the 13F portfolio, value $878,965.

    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 1,670 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $676,809.

    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).