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Disclosery

Root Financial Partners, LLC: NVDA position timeline

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

Root Financial Partners, LLC held 234,709 NVDA 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 234,709 shares
    Change vs previous 13F -10,681 shares

    1.82% of the 13F portfolio, value $46,962,975.

    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 245,390 shares
    Change vs previous 13F -31,422 shares

    1.98% of the 13F portfolio, value $42,796,048.

    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 276,812 shares
    Change vs previous 13F +82,120 shares

    2.67% of the 13F portfolio, value $51,625,462.

    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 194,692 shares
    Change vs previous 13F +139,537 shares

    2.24% of the 13F portfolio, value $36,325,693.

    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 55,155 shares
    Change vs previous 13F -1,279 shares

    0.84% of the 13F portfolio, value $8,713,924.

    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 56,434 shares
    Change vs previous 13F +14,461 shares

    0.65% of the 13F portfolio, value $6,137,827.

    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 41,973 shares
    Change vs previous 13F +14,445 shares

    0.7% of the 13F portfolio, value $5,636,504.

    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 27,528 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,342,948.

    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).