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Disclosery

Root Financial Partners, LLC: VEA position timeline

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

Root Financial Partners, LLC held 159,948 VEA 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 159,948 shares
    Change vs previous 13F +9,479 shares

    0.44% of the 13F portfolio, value $11,396,299.

    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 150,469 shares
    Change vs previous 13F +53,166 shares

    0.45% of the 13F portfolio, value $9,642,039.

    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 97,303 shares
    Change vs previous 13F +20,769 shares

    0.31% of the 13F portfolio, value $6,078,518.

    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 76,534 shares
    Change vs previous 13F +40,643 shares

    0.28% of the 13F portfolio, value $4,585,912.

    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 35,891 shares
    Change vs previous 13F -620 shares

    0.2% of the 13F portfolio, value $2,046,169.

    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 36,511 shares
    Change vs previous 13F -1,238 shares

    0.2% of the 13F portfolio, value $1,856,619.

    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 37,749 shares
    Change vs previous 13F +4,294 shares

    0.22% of the 13F portfolio, value $1,805,175.

    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 33,455 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,766,764.

    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).