Skip to content
Disclosery

Root Financial Partners, LLC: VSS position timeline

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

Root Financial Partners, LLC held 14,171 VSS 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 14,171 shares
    Change vs previous 13F +1,923 shares

    0.08% of the 13F portfolio, value $2,186,515.

    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 12,248 shares
    Change vs previous 13F +4,416 shares

    0.08% of the 13F portfolio, value $1,785,598.

    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 7,832 shares
    Change vs previous 13F +2,429 shares

    0.06% of the 13F portfolio, value $1,122,551.

    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 5,403 shares
    Change vs previous 13F +2,392 shares

    0.05% of the 13F portfolio, value $770,238.

    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 3,011 shares
    Change vs previous 13F -1,910 shares

    0.04% of the 13F portfolio, value $404,668.

    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 4,921 shares
    Change vs previous 13F -831 shares

    0.06% of the 13F portfolio, value $568,908.

    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 5,752 shares
    Change vs previous 13F +3,612 shares

    0.08% of the 13F portfolio, value $658,534.

    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 2,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $269,542.

    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).