Skip to content
Disclosery

Root Financial Partners, LLC: MOAT position timeline

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

Root Financial Partners, LLC held 9,679 MOAT 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 9,679 shares
    Change vs previous 13F -120 shares

    0.04% of the 13F portfolio, value $1,006,181.

    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 9,799 shares
    Change vs previous 13F +152 shares

    0.04% of the 13F portfolio, value $947,522.

    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 9,647 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $999,008.

    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 9,648 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $956,179.

    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 9,648 shares
    Change vs previous 13F -136 shares

    0.09% of the 13F portfolio, value $904,854.

    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 9,784 shares
    Change vs previous 13F -244 shares

    0.09% of the 13F portfolio, value $860,962.

    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 10,028 shares
    Change vs previous 13F +380 shares

    0.12% of the 13F portfolio, value $929,814.

    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 9,648 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $935,340.

    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).