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Disclosery

Root Financial Partners, LLC: QQQM position timeline

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

Root Financial Partners, LLC held 10,119 QQQM 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 10,119 shares
    Change vs previous 13F -497 shares

    0.12% of the 13F portfolio, value $3,065,740.

    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 10,616 shares
    Change vs previous 13F +5,308 shares

    0.12% of the 13F portfolio, value $2,522,593.

    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 5,308 shares
    Change vs previous 13F -9,096 shares

    0.07% of the 13F portfolio, value $1,342,530.

    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 14,404 shares
    Change vs previous 13F +808 shares

    0.22% of the 13F portfolio, value $3,559,434.

    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 13,596 shares
    Change vs previous 13F -185 shares

    0.3% of the 13F portfolio, value $3,087,573.

    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 13,781 shares
    Change vs previous 13F -179 shares

    0.28% of the 13F portfolio, value $2,660,055.

    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 13,960 shares
    Change vs previous 13F +828 shares

    0.36% of the 13F portfolio, value $2,937,878.

    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 13,132 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,637,551.

    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).