Rooted Wealth Advisors, Inc.: NOW position timeline

Rooted Wealth Advisors, Inc. held 6,307 NOW 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 6,307 shares

   Change vs previous 13F +3,042 shares

   0.15% of the 13F portfolio, value $626,159.

   13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,265 shares

   Change vs previous 13F +3,265 shares

   0.09% of the 13F portfolio, value $325,586.

   13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -252 shares

   13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 252 shares

   Change vs previous 13F -4 shares

   0.1% of the 13F portfolio, value $266,000.

   13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 256 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $232,000.

   13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).