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Root Financial Partners, LLC: VXUS position timeline

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

Root Financial Partners, LLC held 147,074 VXUS 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 147,074 shares
    Change vs previous 13F -6,255 shares

    0.49% of the 13F portfolio, value $12,573,350.

    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 153,329 shares
    Change vs previous 13F -2,608 shares

    0.55% of the 13F portfolio, value $11,823,222.

    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 155,937 shares
    Change vs previous 13F -5,318 shares

    0.61% of the 13F portfolio, value $11,763,870.

    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 161,255 shares
    Change vs previous 13F -3,466 shares

    0.73% of the 13F portfolio, value $11,845,756.

    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 164,721 shares
    Change vs previous 13F -9,812 shares

    1.1% of the 13F portfolio, value $11,380,584.

    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 174,533 shares
    Change vs previous 13F -4,023 shares

    1.16% of the 13F portfolio, value $10,838,527.

    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 178,556 shares
    Change vs previous 13F +98,823 shares

    1.3% of the 13F portfolio, value $10,522,311.

    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 79,733 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $5,161,939.

    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).