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Disclosery

Root Financial Partners, LLC: V position timeline

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

Root Financial Partners, LLC held 4,081 V 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 4,081 shares
    Change vs previous 13F +450 shares

    0.05% of the 13F portfolio, value $1,400,221.

    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 3,631 shares
    Change vs previous 13F -504 shares

    0.05% of the 13F portfolio, value $1,097,336.

    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 4,135 shares
    Change vs previous 13F -131 shares

    0.07% of the 13F portfolio, value $1,450,182.

    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 4,266 shares
    Change vs previous 13F +308 shares

    0.09% of the 13F portfolio, value $1,456,395.

    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 3,958 shares
    Change vs previous 13F +1,012 shares

    0.14% of the 13F portfolio, value $1,405,452.

    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 2,946 shares
    Change vs previous 13F +198 shares

    0.11% of the 13F portfolio, value $1,032,423.

    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 2,748 shares
    Change vs previous 13F +1,123 shares

    0.11% of the 13F portfolio, value $868,555.

    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 1,625 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $446,702.

    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).