Skip to content
Disclosery

Root Financial Partners, LLC: VIG position timeline

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

Root Financial Partners, LLC held 5,229 VIG 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 5,229 shares
    Change vs previous 13F -2,073 shares

    0.05% of the 13F portfolio, value $1,237,213.

    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 7,302 shares
    Change vs previous 13F +1,816 shares

    0.07% of the 13F portfolio, value $1,570,445.

    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 5,486 shares
    Change vs previous 13F +2,500 shares

    0.06% of the 13F portfolio, value $1,205,792.

    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 2,986 shares
    Change vs previous 13F -439 shares

    0.04% of the 13F portfolio, value $644,450.

    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 3,425 shares
    Change vs previous 13F +383 shares

    0.07% of the 13F portfolio, value $700,934.

    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 3,042 shares
    Change vs previous 13F -548 shares

    0.06% of the 13F portfolio, value $590,095.

    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 3,590 shares
    Change vs previous 13F +1,024 shares

    0.09% of the 13F portfolio, value $702,994.

    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 2,566 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $508,188.

    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).