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Rooted Wealth Advisors, Inc.: RSP position timeline

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

Rooted Wealth Advisors, Inc. held 10,382 RSP 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 10,382 shares
    Change vs previous 13F +1,209 shares

    0.54% of the 13F portfolio, value $2,209,040.

    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 9,173 shares
    Change vs previous 13F +1,601 shares

    0.49% of the 13F portfolio, value $1,869,507.

    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 7,572 shares
    Change vs previous 13F +1,301 shares

    0.43% of the 13F portfolio, value $1,516,709.

    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 6,271 shares
    Change vs previous 13F +632 shares

    0.37% of the 13F portfolio, value $1,199,356.

    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 5,639 shares
    Change vs previous 13F +629 shares

    0.36% of the 13F portfolio, value $1,039,962.

    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 5,010 shares
    Change vs previous 13F -9 shares

    0.34% of the 13F portfolio, value $787,483.

    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 5,019 shares
    Change vs previous 13F +111 shares

    0.34% of the 13F portfolio, value $881,000.

    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 4,908 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $870,000.

    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).