Skip to content
Disclosery

Root Financial Partners, LLC: VWO position timeline

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

Root Financial Partners, LLC held 100,804 VWO 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 100,804 shares
    Change vs previous 13F +10,025 shares

    0.23% of the 13F portfolio, value $6,017,005.

    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 90,779 shares
    Change vs previous 13F +20,661 shares

    0.23% of the 13F portfolio, value $4,906,582.

    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 70,118 shares
    Change vs previous 13F +9,994 shares

    0.19% of the 13F portfolio, value $3,769,558.

    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 60,124 shares
    Change vs previous 13F +9,042 shares

    0.2% of the 13F portfolio, value $3,257,515.

    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 51,082 shares
    Change vs previous 13F -5,501 shares

    0.24% of the 13F portfolio, value $2,526,539.

    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 56,583 shares
    Change vs previous 13F +3,663 shares

    0.27% of the 13F portfolio, value $2,562,492.

    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 52,920 shares
    Change vs previous 13F +22,475 shares

    0.29% of the 13F portfolio, value $2,330,578.

    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 30,445 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,456,778.

    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).