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Rooted Wealth Advisors, Inc.: AIRR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rooted Wealth Advisors, Inc. on AIRR, newest first. How the timeline and the estimate are built.

Rooted Wealth Advisors, Inc. held 31,643 AIRR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,643 shares
    Change vs previous 13F +885 shares

    1.03% of the 13F portfolio, value $4,216,433.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 30,758 shares
    Change vs previous 13F +1,436 shares

    1% of the 13F portfolio, value $3,810,304.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 29,322 shares
    Change vs previous 13F +5,472 shares

    0.94% of the 13F portfolio, value $3,330,393.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 23,850 shares
    Change vs previous 13F +1,156 shares

    0.71% of the 13F portfolio, value $2,314,881.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 22,694 shares
    Change vs previous 13F +2,731 shares

    0.67% of the 13F portfolio, value $1,926,721.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 19,963 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,249,285.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).