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Disclosery

Root Financial Partners, LLC: SHV position timeline

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

Root Financial Partners, LLC held 2,569 SHV 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 2,569 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $283,480.

    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 2,671 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $294,842.

    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 2,967 shares
    Change vs previous 13F -1,262 shares

    0.02% of the 13F portfolio, value $326,806.

    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 4,229 shares
    Change vs previous 13F -4,273 shares

    0.03% of the 13F portfolio, value $467,208.

    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 8,502 shares
    Change vs previous 13F -236 shares

    0.09% of the 13F portfolio, value $938,779.

    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 8,738 shares
    Change vs previous 13F -1,060 shares

    0.1% of the 13F portfolio, value $965,160.

    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 9,798 shares
    Change vs previous 13F +3,141 shares

    0.13% of the 13F portfolio, value $1,078,870.

    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 6,657 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $736,458.

    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).