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Disclosery

Roth Financial Partners LLC: SPY position timeline

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

Roth Financial Partners LLC held 49,164 SPY 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 49,164 shares
    Change vs previous 13F -1,047 shares

    11.2% of the 13F portfolio, value $37,499,695.

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

  2. period ended2026-06-30
    13F 50,211 shares
    Change vs previous 13F -171 shares

    11.14% of the 13F portfolio, value $37,474,662.

    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 50,382 shares
    Change vs previous 13F -2,697 shares

    11.16% of the 13F portfolio, value $32,697,002.

    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 53,079 shares
    Change vs previous 13F -269 shares

    11.95% of the 13F portfolio, value $36,215,025.

    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 53,348 shares
    Change vs previous 13F -584 shares

    11.97% of the 13F portfolio, value $35,529,846.

    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 53,932 shares
    Change vs previous 13F -539 shares

    12.01% of the 13F portfolio, value $33,310,494.

    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 54,471 shares
    Change vs previous 13F -1,005 shares

    12.03% of the 13F portfolio, value $30,456,079.

    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 55,476 shares
    Change vs previous 13F not available

    12.94% of the 13F portfolio, value $32,521,667.

    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).