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Rooted Wealth Advisors, Inc.: MLPX position timeline

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

Rooted Wealth Advisors, Inc. held 72,498 MLPX 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 72,498 shares
    Change vs previous 13F +1,216 shares

    1.31% of the 13F portfolio, value $5,340,203.

    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 71,282 shares
    Change vs previous 13F +37,936 shares

    1.32% of the 13F portfolio, value $5,011,837.

    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 33,346 shares
    Change vs previous 13F +432 shares

    0.62% of the 13F portfolio, value $2,209,173.

    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 32,914 shares
    Change vs previous 13F +1,610 shares

    0.63% of the 13F portfolio, value $2,053,504.

    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 31,304 shares
    Change vs previous 13F +3,900 shares

    0.66% of the 13F portfolio, value $1,920,500.

    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 27,404 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,557,369.

    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).