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Disclosery

Root Financial Partners, LLC: VYM position timeline

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

Root Financial Partners, LLC held 11,776 VYM 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 11,776 shares
    Change vs previous 13F +170 shares

    0.07% of the 13F portfolio, value $1,860,922.

    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 11,606 shares
    Change vs previous 13F -51 shares

    0.08% of the 13F portfolio, value $1,718,841.

    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 11,657 shares
    Change vs previous 13F -874 shares

    0.09% of the 13F portfolio, value $1,673,038.

    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 12,531 shares
    Change vs previous 13F -9,495 shares

    0.11% of the 13F portfolio, value $1,766,220.

    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 22,026 shares
    Change vs previous 13F +11,348 shares

    0.28% of the 13F portfolio, value $2,936,278.

    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 10,678 shares
    Change vs previous 13F -528 shares

    0.15% of the 13F portfolio, value $1,377,061.

    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 11,206 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,429,750.

    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).