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
- period ended2026-06-3013F 147,074 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 153,329 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 155,937 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 161,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 164,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 174,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 178,556 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 79,733 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).