Root Financial Partners, LLC: QUAL position timeline

Root Financial Partners, LLC held 3,497 QUAL 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 3,497 shares

   Change vs previous 13F -44 shares

   0.03% of the 13F portfolio, value $767,429.

   13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,541 shares

   Change vs previous 13F +1,333 shares

   0.03% of the 13F portfolio, value $679,145.

   13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,208 shares

   Change vs previous 13F +543 shares

   0.02% of the 13F portfolio, value $438,628.

   13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,665 shares

   Change vs previous 13F +525 shares

   0.02% of the 13F portfolio, value $323,869.

   13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,140 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $208,492.

   13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).