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Rooted Wealth Advisors, Inc.: GTO position timeline

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

Rooted Wealth Advisors, Inc. held 323,263 GTO 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 323,263 shares
    Change vs previous 13F +31,841 shares

    3.71% of the 13F portfolio, value $15,151,337.

    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 291,422 shares
    Change vs previous 13F +20,145 shares

    3.63% of the 13F portfolio, value $13,755,118.

    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 271,277 shares
    Change vs previous 13F -5,091 shares

    3.62% of the 13F portfolio, value $12,861,243.

    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 276,368 shares
    Change vs previous 13F +12,021 shares

    4.01% of the 13F portfolio, value $13,157,880.

    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 264,347 shares
    Change vs previous 13F +15,768 shares

    4.26% of the 13F portfolio, value $12,315,927.

    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 248,579 shares
    Change vs previous 13F -7,968 shares

    5.05% of the 13F portfolio, value $11,732,929.

    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 256,547 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $11,850,000.

    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).