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Rooted Wealth Advisors, Inc.: OMFL position timeline

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

Rooted Wealth Advisors, Inc. held 14,894 OMFL 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 14,894 shares
    Change vs previous 13F -896 shares

    0.25% of the 13F portfolio, value $1,020,856.

    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 15,790 shares
    Change vs previous 13F -8,753 shares

    0.27% of the 13F portfolio, value $1,026,525.

    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 24,543 shares
    Change vs previous 13F -77,121 shares

    0.43% of the 13F portfolio, value $1,532,942.

    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 101,664 shares
    Change vs previous 13F +11,940 shares

    1.87% of the 13F portfolio, value $6,119,141.

    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 89,724 shares
    Change vs previous 13F +6,731 shares

    1.78% of the 13F portfolio, value $5,158,236.

    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 82,993 shares
    Change vs previous 13F -46 shares

    1.76% of the 13F portfolio, value $4,074,139.

    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 83,039 shares
    Change vs previous 13F -203,617 shares

    1.77% of the 13F portfolio, value $4,516,000.

    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 286,656 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $15,047,000.

    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).