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Rooted Wealth Advisors, Inc.: FDN position timeline

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

Rooted Wealth Advisors, Inc. held 9,706 FDN 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 9,706 shares
    Change vs previous 13F -155 shares

    0.63% of the 13F portfolio, value $2,569,372.

    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 9,861 shares
    Change vs previous 13F -1,290 shares

    0.69% of the 13F portfolio, value $2,601,726.

    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 11,151 shares
    Change vs previous 13F +1,704 shares

    0.78% of the 13F portfolio, value $2,769,797.

    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 9,447 shares
    Change vs previous 13F +302 shares

    0.8% of the 13F portfolio, value $2,625,416.

    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 9,145 shares
    Change vs previous 13F +61 shares

    0.83% of the 13F portfolio, value $2,414,829.

    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 9,084 shares
    Change vs previous 13F -74 shares

    0.79% of the 13F portfolio, value $1,822,614.

    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 9,158 shares
    Change vs previous 13F +284 shares

    0.88% of the 13F portfolio, value $2,251,000.

    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 8,874 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,882,000.

    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).