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Disclosery

Root Financial Partners, LLC: VOO position timeline

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

Root Financial Partners, LLC held 16,287 VOO 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 16,287 shares
    Change vs previous 13F -489 shares

    0.43% of the 13F portfolio, value $11,185,799.

    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 16,776 shares
    Change vs previous 13F +782 shares

    0.46% of the 13F portfolio, value $10,024,374.

    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 15,994 shares
    Change vs previous 13F +201 shares

    0.52% of the 13F portfolio, value $10,030,534.

    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 15,793 shares
    Change vs previous 13F +5,310 shares

    0.6% of the 13F portfolio, value $9,671,250.

    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 10,483 shares
    Change vs previous 13F -950 shares

    0.58% of the 13F portfolio, value $5,954,405.

    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 11,433 shares
    Change vs previous 13F +3,155 shares

    0.63% of the 13F portfolio, value $5,876,430.

    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 8,278 shares
    Change vs previous 13F +1,227 shares

    0.55% of the 13F portfolio, value $4,460,197.

    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 7,051 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,720,526.

    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).