Root Financial Partners, LLC: HWM position timeline

Root Financial Partners, LLC held 912 HWM 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 912 shares

   Change vs previous 13F -272 shares

   0.01% of the 13F portfolio, value $245,170.

   13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,184 shares

   Change vs previous 13F -9,202 shares

   0.01% of the 13F portfolio, value $272,842.

   13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,386 shares

   Change vs previous 13F -913 shares

   0.11% of the 13F portfolio, value $2,129,247.

   13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,299 shares

   Change vs previous 13F +109 shares

   0.14% of the 13F portfolio, value $2,217,138.

   13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,190 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $2,082,764.

   13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).