Root Financial Partners, LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on TMO, newest first. How the timeline and the estimate are built.
Root Financial Partners, LLC held 439 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 439 sharesChange vs previous 13F +115 shares
0.01% of the 13F portfolio, value $220,097.
13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 324 sharesChange vs previous 13F -49 shares
0.01% of the 13F portfolio, value $159,256.
13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 373 sharesChange vs previous 13F -182 shares
0.01% of the 13F portfolio, value $216,135.
13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 555 sharesChange vs previous 13F -364 shares
0.02% of the 13F portfolio, value $269,258.
13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 919 sharesChange vs previous 13F +413 shares
0.04% of the 13F portfolio, value $372,700.
13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 506 sharesChange vs previous 13F +24 shares
0.03% of the 13F portfolio, value $251,869.
13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 482 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $250,831.
13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).