Skip to content
Disclosery

Root Financial Partners, LLC: SGOV position timeline

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

Root Financial Partners, LLC held 119,099 SGOV 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 119,099 shares
    Change vs previous 13F +31,167 shares

    0.47% of the 13F portfolio, value $11,989,669.

    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 87,932 shares
    Change vs previous 13F +3,972 shares

    0.41% of the 13F portfolio, value $8,851,229.

    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 83,960 shares
    Change vs previous 13F +15,636 shares

    0.44% of the 13F portfolio, value $8,427,856.

    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 68,324 shares
    Change vs previous 13F +38,492 shares

    0.42% of the 13F portfolio, value $6,880,219.

    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 29,832 shares
    Change vs previous 13F -10,463 shares

    0.29% of the 13F portfolio, value $3,003,795.

    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 40,295 shares
    Change vs previous 13F -5,165 shares

    0.43% of the 13F portfolio, value $4,056,448.

    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 45,460 shares
    Change vs previous 13F +16,490 shares

    0.57% of the 13F portfolio, value $4,560,527.

    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 28,970 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,917,879.

    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).