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Disclosery

Root Financial Partners, LLC: RSP position timeline

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

Root Financial Partners, LLC held 12,122 RSP 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 12,122 shares
    Change vs previous 13F +710 shares

    0.1% of the 13F portfolio, value $2,579,210.

    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 11,412 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $2,190,099.

    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 11,309 shares
    Change vs previous 13F +224 shares

    0.11% of the 13F portfolio, value $2,166,261.

    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 11,085 shares
    Change vs previous 13F +1,292 shares

    0.13% of the 13F portfolio, value $2,102,899.

    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 9,793 shares
    Change vs previous 13F +38 shares

    0.17% of the 13F portfolio, value $1,779,852.

    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 9,755 shares
    Change vs previous 13F -137 shares

    0.18% of the 13F portfolio, value $1,689,839.

    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 9,892 shares
    Change vs previous 13F +653 shares

    0.21% of the 13F portfolio, value $1,733,407.

    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 9,239 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,655,330.

    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).