Skip to content
Disclosery

Rooted Wealth Advisors, Inc.: FDVV position timeline

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

Rooted Wealth Advisors, Inc. held 235,327 FDVV 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 235,327 shares
    Change vs previous 13F +10,677 shares

    3.47% of the 13F portfolio, value $14,187,868.

    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 224,650 shares
    Change vs previous 13F +17,512 shares

    3.5% of the 13F portfolio, value $13,290,320.

    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 207,138 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $12,208,714.

    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).