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Rooted Wealth Advisors, Inc.: FLBL position timeline

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

Rooted Wealth Advisors, Inc. held 73,106 FLBL 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 73,106 shares
    Change vs previous 13F -585 shares

    0.41% of the 13F portfolio, value $1,675,593.

    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 73,691 shares
    Change vs previous 13F -1,784 shares

    0.45% of the 13F portfolio, value $1,705,200.

    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 75,475 shares
    Change vs previous 13F +3,113 shares

    0.49% of the 13F portfolio, value $1,748,011.

    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 72,362 shares
    Change vs previous 13F +6,881 shares

    0.52% of the 13F portfolio, value $1,721,491.

    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 65,481 shares
    Change vs previous 13F +11,979 shares

    0.55% of the 13F portfolio, value $1,585,614.

    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 53,502 shares
    Change vs previous 13F +6,216 shares

    0.54% of the 13F portfolio, value $1,247,669.

    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 47,286 shares
    Change vs previous 13F +9,628 shares

    0.45% of the 13F portfolio, value $1,150,000.

    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 37,658 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $912,000.

    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).