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Disclosery

Root Financial Partners, LLC: SPYM position timeline

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

Root Financial Partners, LLC held 26,295 SPYM 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 26,295 shares
    Change vs previous 13F +935 shares

    0.09% of the 13F portfolio, value $2,310,765.

    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 25,360 shares
    Change vs previous 13F +1,563 shares

    0.09% of the 13F portfolio, value $1,941,075.

    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 23,797 shares
    Change vs previous 13F -1,276 shares

    0.1% of the 13F portfolio, value $1,908,957.

    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 25,073 shares
    Change vs previous 13F +2,213 shares

    0.12% of the 13F portfolio, value $1,964,245.

    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 22,860 shares
    Change vs previous 13F -1,882 shares

    0.16% of the 13F portfolio, value $1,661,707.

    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 24,742 shares
    Change vs previous 13F -2,224 shares

    0.17% of the 13F portfolio, value $1,627,302.

    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 26,966 shares
    Change vs previous 13F +993 shares

    0.23% of the 13F portfolio, value $1,859,052.

    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 25,973 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,753,418.

    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).