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Rooted Wealth Advisors, Inc.: CPNQ position timeline

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

Rooted Wealth Advisors, Inc. held 12,651 CPNQ 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 12,651 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $346,764.

    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 12,651 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $340,722.

    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 12,651 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $335,497.

    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).