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Disclosery

Root Financial Partners, LLC: VUSB position timeline

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

Root Financial Partners, LLC held 94,101 VUSB 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 94,101 shares
    Change vs previous 13F +27,368 shares

    0.18% of the 13F portfolio, value $4,684,329.

    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 66,733 shares
    Change vs previous 13F +25,550 shares

    0.15% of the 13F portfolio, value $3,322,293.

    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 41,183 shares
    Change vs previous 13F +8,538 shares

    0.11% of the 13F portfolio, value $2,052,553.

    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 32,645 shares
    Change vs previous 13F +12,595 shares

    0.1% of the 13F portfolio, value $1,632,097.

    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 20,050 shares
    Change vs previous 13F -323 shares

    0.1% of the 13F portfolio, value $999,793.

    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 20,373 shares
    Change vs previous 13F +6,391 shares

    0.11% of the 13F portfolio, value $1,015,701.

    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 13,982 shares
    Change vs previous 13F +7,257 shares

    0.09% of the 13F portfolio, value $693,781.

    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 6,725 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $335,859.

    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).