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Disclosery

Root Financial Partners, LLC: VB position timeline

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

Root Financial Partners, LLC held 28,408 VB 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 28,408 shares
    Change vs previous 13F +2,574 shares

    0.33% of the 13F portfolio, value $8,610,910.

    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 25,834 shares
    Change vs previous 13F +6,093 shares

    0.31% of the 13F portfolio, value $6,766,403.

    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 19,741 shares
    Change vs previous 13F +4,100 shares

    0.26% of the 13F portfolio, value $5,092,289.

    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 15,641 shares
    Change vs previous 13F +6,628 shares

    0.25% of the 13F portfolio, value $3,977,222.

    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 9,013 shares
    Change vs previous 13F +1,330 shares

    0.21% of the 13F portfolio, value $2,135,944.

    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 7,683 shares
    Change vs previous 13F +1,737 shares

    0.18% of the 13F portfolio, value $1,703,648.

    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 5,946 shares
    Change vs previous 13F +1,169 shares

    0.18% of the 13F portfolio, value $1,428,785.

    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 4,777 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,133,074.

    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).