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Disclosery

Root Financial Partners, LLC: VO position timeline

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

Root Financial Partners, LLC held 16,058 VO 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 16,058 shares
    Change vs previous 13F +12,183 shares

    0.05% of the 13F portfolio, value $1,293,762.

    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 3,875 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $1,112,734.

    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 3,951 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $1,146,540.

    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 3,988 shares
    Change vs previous 13F +1,394 shares

    0.07% of the 13F portfolio, value $1,171,467.

    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 2,594 shares
    Change vs previous 13F +217 shares

    0.07% of the 13F portfolio, value $725,814.

    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 2,377 shares
    Change vs previous 13F +529 shares

    0.07% of the 13F portfolio, value $614,808.

    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 1,848 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $488,154.

    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).