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Disclosery

Root Financial Partners, LLC: SUB position timeline

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

Root Financial Partners, LLC held 46,531 SUB 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 46,531 shares
    Change vs previous 13F +11,204 shares

    0.19% of the 13F portfolio, value $4,954,145.

    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 35,327 shares
    Change vs previous 13F +5,584 shares

    0.17% of the 13F portfolio, value $3,762,295.

    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 29,743 shares
    Change vs previous 13F +6,827 shares

    0.16% of the 13F portfolio, value $3,173,547.

    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 22,916 shares
    Change vs previous 13F +16,912 shares

    0.15% of the 13F portfolio, value $2,447,008.

    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 6,004 shares
    Change vs previous 13F +2,465 shares

    0.06% of the 13F portfolio, value $638,474.

    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 3,539 shares
    Change vs previous 13F -290 shares

    0.04% of the 13F portfolio, value $373,722.

    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 3,829 shares
    Change vs previous 13F -123 shares

    0.05% of the 13F portfolio, value $403,883.

    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 3,952 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $419,663.

    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).