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Disclosery

Root Financial Partners, LLC: VNQ position timeline

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

Root Financial Partners, LLC held 29,328 VNQ 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 29,328 shares
    Change vs previous 13F -1,727 shares

    0.11% of the 13F portfolio, value $2,828,075.

    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 31,055 shares
    Change vs previous 13F +9,739 shares

    0.13% of the 13F portfolio, value $2,754,606.

    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 21,316 shares
    Change vs previous 13F +4,860 shares

    0.1% of the 13F portfolio, value $1,886,286.

    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 16,456 shares
    Change vs previous 13F +6,695 shares

    0.09% of the 13F portfolio, value $1,504,413.

    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 9,761 shares
    Change vs previous 13F -5,601 shares

    0.08% of the 13F portfolio, value $869,287.

    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 15,362 shares
    Change vs previous 13F -4,250 shares

    0.15% of the 13F portfolio, value $1,390,850.

    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 19,612 shares
    Change vs previous 13F +6,163 shares

    0.22% of the 13F portfolio, value $1,747,069.

    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 13,449 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,310,231.

    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).