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Disclosery

Root Financial Partners, LLC: SDVY position timeline

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

Root Financial Partners, LLC held 20,205 SDVY 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 20,205 shares
    Change vs previous 13F -5,403 shares

    0.03% of the 13F portfolio, value $871,660.

    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 25,608 shares
    Change vs previous 13F -2,568 shares

    0.05% of the 13F portfolio, value $1,009,742.

    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 28,176 shares
    Change vs previous 13F -11,235 shares

    0.06% of the 13F portfolio, value $1,079,722.

    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 39,411 shares
    Change vs previous 13F +2,474 shares

    0.09% of the 13F portfolio, value $1,498,401.

    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 36,937 shares
    Change vs previous 13F -2,191 shares

    0.13% of the 13F portfolio, value $1,303,124.

    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 39,128 shares
    Change vs previous 13F -169 shares

    0.14% of the 13F portfolio, value $1,310,797.

    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 39,297 shares
    Change vs previous 13F -2,930 shares

    0.17% of the 13F portfolio, value $1,408,791.

    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 42,227 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,536,218.

    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).