Skip to content
Disclosery

Rooted Wealth Advisors, Inc.: FELC position timeline

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

Rooted Wealth Advisors, Inc. held 112,714 FELC 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 112,714 shares
    Change vs previous 13F +6,047 shares

    1.16% of the 13F portfolio, value $4,723,850.

    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 106,667 shares
    Change vs previous 13F +2,126 shares

    1.11% of the 13F portfolio, value $4,216,547.

    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 104,541 shares
    Change vs previous 13F +6,269 shares

    1.13% of the 13F portfolio, value $4,006,005.

    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 98,272 shares
    Change vs previous 13F +3,458 shares

    1.12% of the 13F portfolio, value $3,672,443.

    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 94,814 shares
    Change vs previous 13F +8,331 shares

    1.13% of the 13F portfolio, value $3,277,730.

    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 86,483 shares
    Change vs previous 13F +6,385 shares

    1.05% of the 13F portfolio, value $2,441,423.

    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 80,098 shares
    Change vs previous 13F +10,934 shares

    1.04% of the 13F portfolio, value $2,654,000.

    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 69,164 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,199,000.

    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).