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Disclosery

Root Financial Partners, LLC: META position timeline

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

Root Financial Partners, LLC held 8,907 META 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 8,907 shares
    Change vs previous 13F +60 shares

    0.19% of the 13F portfolio, value $5,017,133.

    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 8,847 shares
    Change vs previous 13F -1,349 shares

    0.23% of the 13F portfolio, value $5,061,362.

    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 10,196 shares
    Change vs previous 13F +3,169 shares

    0.35% of the 13F portfolio, value $6,730,529.

    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 7,027 shares
    Change vs previous 13F +857 shares

    0.32% of the 13F portfolio, value $5,160,843.

    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 6,170 shares
    Change vs previous 13F +279 shares

    0.44% of the 13F portfolio, value $4,553,796.

    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 5,891 shares
    Change vs previous 13F +654 shares

    0.36% of the 13F portfolio, value $3,395,189.

    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 5,237 shares
    Change vs previous 13F +688 shares

    0.38% of the 13F portfolio, value $3,066,030.

    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 4,549 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,603,911.

    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).