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Disclosery

Root Financial Partners, LLC: SPTM position timeline

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

Root Financial Partners, LLC held 19,437 SPTM 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 19,437 shares
    Change vs previous 13F -480 shares

    0.07% of the 13F portfolio, value $1,764,693.

    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 19,917 shares
    Change vs previous 13F -1,024 shares

    0.07% of the 13F portfolio, value $1,574,645.

    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 20,941 shares
    Change vs previous 13F +598 shares

    0.09% of the 13F portfolio, value $1,727,640.

    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 20,343 shares
    Change vs previous 13F +4,206 shares

    0.1% of the 13F portfolio, value $1,640,652.

    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 16,137 shares
    Change vs previous 13F -620 shares

    0.12% of the 13F portfolio, value $1,208,500.

    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 16,757 shares
    Change vs previous 13F +81 shares

    0.12% of the 13F portfolio, value $1,139,650.

    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 16,676 shares
    Change vs previous 13F -1,199 shares

    0.15% of the 13F portfolio, value $1,191,173.

    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 17,875 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,252,329.

    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).