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Disclosery

Root Financial Partners, LLC: VBR position timeline

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

Root Financial Partners, LLC held 2,536 VBR 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 2,536 shares
    Change vs previous 13F +377 shares

    0.02% of the 13F portfolio, value $616,160.

    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 2,159 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $469,088.

    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 2,178 shares
    Change vs previous 13F -265 shares

    0.02% of the 13F portfolio, value $461,205.

    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 2,443 shares
    Change vs previous 13F -1,642 shares

    0.03% of the 13F portfolio, value $509,980.

    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 4,085 shares
    Change vs previous 13F -2,528 shares

    0.08% of the 13F portfolio, value $796,576.

    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 6,613 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $1,233,724.

    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 6,614 shares
    Change vs previous 13F +4,524 shares

    0.16% of the 13F portfolio, value $1,310,715.

    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 2,090 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $419,719.

    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).