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Disclosery

Root Financial Partners, LLC: RDVY position timeline

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

Root Financial Partners, LLC held 16,443 RDVY 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 16,443 shares
    Change vs previous 13F -1,348 shares

    0.05% of the 13F portfolio, value $1,332,902.

    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 17,791 shares
    Change vs previous 13F -159 shares

    0.06% of the 13F portfolio, value $1,214,773.

    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 17,950 shares
    Change vs previous 13F -6,339 shares

    0.06% of the 13F portfolio, value $1,246,992.

    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 24,289 shares
    Change vs previous 13F +3,238 shares

    0.1% of the 13F portfolio, value $1,633,682.

    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 21,051 shares
    Change vs previous 13F -1,956 shares

    0.13% of the 13F portfolio, value $1,320,738.

    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 23,007 shares
    Change vs previous 13F -3,596 shares

    0.14% of the 13F portfolio, value $1,346,845.

    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 26,603 shares
    Change vs previous 13F -2,413 shares

    0.2% of the 13F portfolio, value $1,573,300.

    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 29,016 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,718,018.

    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).