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Disclosery

Root Financial Partners, LLC: IJH position timeline

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

Root Financial Partners, LLC held 14,860 IJH 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 14,860 shares
    Change vs previous 13F +144 shares

    0.04% of the 13F portfolio, value $1,145,858.

    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 14,716 shares
    Change vs previous 13F -1,105 shares

    0.05% of the 13F portfolio, value $993,771.

    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 15,821 shares
    Change vs previous 13F +2,628 shares

    0.05% of the 13F portfolio, value $1,044,166.

    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 13,193 shares
    Change vs previous 13F +2,042 shares

    0.05% of the 13F portfolio, value $860,975.

    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 11,151 shares
    Change vs previous 13F +439 shares

    0.07% of the 13F portfolio, value $691,585.

    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 10,712 shares
    Change vs previous 13F -3,680 shares

    0.07% of the 13F portfolio, value $625,045.

    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 14,392 shares
    Change vs previous 13F +4,611 shares

    0.11% of the 13F portfolio, value $896,778.

    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 9,781 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $609,552.

    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).