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Disclosery

Root Financial Partners, LLC: VTEB position timeline

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

Root Financial Partners, LLC held 22,896 VTEB 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 22,896 shares
    Change vs previous 13F +542 shares

    0.04% of the 13F portfolio, value $1,158,081.

    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 22,354 shares
    Change vs previous 13F +742 shares

    0.05% of the 13F portfolio, value $1,115,265.

    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 21,612 shares
    Change vs previous 13F -6,525 shares

    0.06% of the 13F portfolio, value $1,086,883.

    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 28,137 shares
    Change vs previous 13F +1,515 shares

    0.09% of the 13F portfolio, value $1,408,803.

    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 26,622 shares
    Change vs previous 13F +9,052 shares

    0.13% of the 13F portfolio, value $1,305,298.

    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 17,570 shares
    Change vs previous 13F +4,298 shares

    0.09% of the 13F portfolio, value $871,838.

    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 13,272 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $665,328.

    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 13,228 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $676,193.

    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).