Skip to content
Disclosery

Rooted Wealth Advisors, Inc.: GOOGL position timeline

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

Rooted Wealth Advisors, Inc. held 7,936 GOOGL 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 7,936 shares
    Change vs previous 13F +394 shares

    0.69% of the 13F portfolio, value $2,836,002.

    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 7,542 shares
    Change vs previous 13F +1,893 shares

    0.67% of the 13F portfolio, value $2,544,706.

    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 5,649 shares
    Change vs previous 13F +230 shares

    0.53% of the 13F portfolio, value $1,881,189.

    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 5,419 shares
    Change vs previous 13F -551 shares

    0.41% of the 13F portfolio, value $1,329,658.

    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 5,970 shares
    Change vs previous 13F +77 shares

    0.37% of the 13F portfolio, value $1,075,786.

    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 5,893 shares
    Change vs previous 13F -53 shares

    0.37% of the 13F portfolio, value $857,997.

    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 5,946 shares
    Change vs previous 13F -531 shares

    0.45% of the 13F portfolio, value $1,162,000.

    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 6,477 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,056,000.

    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).