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Rooted Wealth Advisors, Inc.: SCHH position timeline

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

Rooted Wealth Advisors, Inc. held 164,400 SCHH 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 164,400 shares
    Change vs previous 13F +8,696 shares

    0.95% of the 13F portfolio, value $3,892,996.

    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 155,704 shares
    Change vs previous 13F +10,238 shares

    0.96% of the 13F portfolio, value $3,655,936.

    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 145,466 shares
    Change vs previous 13F +10,887 shares

    0.89% of the 13F portfolio, value $3,147,879.

    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 134,579 shares
    Change vs previous 13F -37,629 shares

    0.88% of the 13F portfolio, value $2,900,176.

    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 172,208 shares
    Change vs previous 13F +9,894 shares

    1.27% of the 13F portfolio, value $3,664,595.

    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 162,314 shares
    Change vs previous 13F -6,164 shares

    1.4% of the 13F portfolio, value $3,247,904.

    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 168,478 shares
    Change vs previous 13F +5,560 shares

    1.36% of the 13F portfolio, value $3,477,000.

    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 162,918 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,659,000.

    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).