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Disclosery

Root Financial Partners, LLC: TSLA position timeline

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

Root Financial Partners, LLC held 22,272 TSLA 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 22,272 shares
    Change vs previous 13F +1,378 shares

    0.36% of the 13F portfolio, value $9,367,779.

    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 20,894 shares
    Change vs previous 13F -616 shares

    0.36% of the 13F portfolio, value $7,767,500.

    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 21,510 shares
    Change vs previous 13F +12,795 shares

    0.5% of the 13F portfolio, value $9,673,666.

    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 8,715 shares
    Change vs previous 13F +572 shares

    0.24% of the 13F portfolio, value $3,875,921.

    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 8,143 shares
    Change vs previous 13F -775 shares

    0.25% of the 13F portfolio, value $2,586,705.

    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 8,918 shares
    Change vs previous 13F -955 shares

    0.25% of the 13F portfolio, value $2,311,297.

    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 9,873 shares
    Change vs previous 13F +2,462 shares

    0.49% of the 13F portfolio, value $3,987,282.

    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 7,411 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,939,050.

    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).