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Disclosery

Root Financial Partners, LLC: NRGV position timeline

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

Root Financial Partners, LLC held 12,530 NRGV 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 12,530 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $59,016.

    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 12,530 shares
    Change vs previous 13F -10,000 shares

    <0.01% of the 13F portfolio, value $41,349.

    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 22,530 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $103,863.

    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 22,530 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $66,914.

    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 22,530 shares
    Change vs previous 13F -7,874 shares

    <0.01% of the 13F portfolio, value $16,150.

    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 30,404 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,143.

    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 30,404 shares
    Change vs previous 13F +7,876 shares

    0.01% of the 13F portfolio, value $69,321.

    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 22,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,627.

    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).