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Disclosery

Root Financial Partners, LLC: SPYV position timeline

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

Root Financial Partners, LLC held 20,169 SPYV 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 20,169 shares
    Change vs previous 13F -144 shares

    0.05% of the 13F portfolio, value $1,226,067.

    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 20,313 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $1,149,336.

    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 20,159 shares
    Change vs previous 13F -384 shares

    0.06% of the 13F portfolio, value $1,145,260.

    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 20,543 shares
    Change vs previous 13F +1,200 shares

    0.07% of the 13F portfolio, value $1,136,667.

    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 19,343 shares
    Change vs previous 13F -2,627 shares

    0.1% of the 13F portfolio, value $1,012,396.

    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 21,970 shares
    Change vs previous 13F +1,857 shares

    0.12% of the 13F portfolio, value $1,122,020.

    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 20,113 shares
    Change vs previous 13F +6,467 shares

    0.13% of the 13F portfolio, value $1,028,586.

    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 13,646 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $721,352.

    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).