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Disclosery

Root Financial Partners, LLC: IEFA position timeline

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

Root Financial Partners, LLC held 13,638 IEFA 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 13,638 shares
    Change vs previous 13F +1,619 shares

    0.05% of the 13F portfolio, value $1,317,160.

    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 12,019 shares
    Change vs previous 13F +4,332 shares

    0.05% of the 13F portfolio, value $1,088,083.

    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 7,687 shares
    Change vs previous 13F -1,224 shares

    0.04% of the 13F portfolio, value $687,682.

    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 8,911 shares
    Change vs previous 13F +1,227 shares

    0.05% of the 13F portfolio, value $778,009.

    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 7,684 shares
    Change vs previous 13F -1,099 shares

    0.06% of the 13F portfolio, value $641,487.

    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 8,783 shares
    Change vs previous 13F +3,334 shares

    0.07% of the 13F portfolio, value $664,859.

    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 5,449 shares
    Change vs previous 13F +1,602 shares

    0.05% of the 13F portfolio, value $382,938.

    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 3,847 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $300,255.

    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).