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Rooted Wealth Advisors, Inc.: COM position timeline

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

Rooted Wealth Advisors, Inc. held 46,655 COM 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 46,655 shares
    Change vs previous 13F +5,767 shares

    0.37% of the 13F portfolio, value $1,520,953.

    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 40,888 shares
    Change vs previous 13F +5,111 shares

    0.36% of the 13F portfolio, value $1,371,792.

    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 35,777 shares
    Change vs previous 13F +5,611 shares

    0.31% of the 13F portfolio, value $1,111,591.

    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 30,166 shares
    Change vs previous 13F +3,733 shares

    0.26% of the 13F portfolio, value $868,289.

    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 26,433 shares
    Change vs previous 13F +2,425 shares

    0.26% of the 13F portfolio, value $751,231.

    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 24,008 shares
    Change vs previous 13F -71,281 shares

    0.29% of the 13F portfolio, value $673,184.

    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).

  7. period ended2024-12-31
    13F 95,289 shares
    Change vs previous 13F +3,166 shares

    1.06% of the 13F portfolio, value $2,715,000.

    13F-HR 0001963732-25-000003 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).

  8. period ended2024-09-30
    13F 92,123 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,648,000.

    13F-HR 0001963732-24-000011 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).