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Disclosery

Root Financial Partners, LLC: TER position timeline

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

Root Financial Partners, LLC held 1,009 TER 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 1,009 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $488,195.

    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 816 shares
    Change vs previous 13F +516 shares

    0.01% of the 13F portfolio, value $241,911.

    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 300 shares
    Change vs previous 13F +77 shares

    <0.01% of the 13F portfolio, value $58,068.

    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 223 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,694.

    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).