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Disclosery

Roth Financial Partners LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roth Financial Partners LLC on ACWI, newest first. How the timeline and the estimate are built.

Roth Financial Partners LLC held 15,317 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,317 shares
    Change vs previous 13F -200 shares

    0.73% of the 13F portfolio, value $2,431,804.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,517 shares
    Change vs previous 13F -18 shares

    0.72% of the 13F portfolio, value $2,435,703.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,535 shares
    Change vs previous 13F -50 shares

    0.73% of the 13F portfolio, value $2,149,578.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,585 shares
    Change vs previous 13F -171 shares

    0.73% of the 13F portfolio, value $2,205,122.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,756 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,178,109.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,756 shares
    Change vs previous 13F -46 shares

    0.73% of the 13F portfolio, value $2,026,222.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,802 shares
    Change vs previous 13F -236 shares

    0.73% of the 13F portfolio, value $1,839,195.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,038 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,884,465.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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