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Disclosery

Roth Financial Partners LLC: SUB position timeline

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

Roth Financial Partners LLC held 17,195 SUB 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 17,195 shares
    Change vs previous 13F -504 shares

    0.54% of the 13F portfolio, value $1,797,565.

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

  2. period ended2026-06-30
    13F 17,699 shares
    Change vs previous 13F +2,339 shares

    0.56% of the 13F portfolio, value $1,884,413.

    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 15,360 shares
    Change vs previous 13F -105 shares

    0.56% of the 13F portfolio, value $1,635,840.

    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 15,465 shares
    Change vs previous 13F +60 shares

    0.54% of the 13F portfolio, value $1,650,116.

    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 15,405 shares
    Change vs previous 13F +1,575 shares

    0.55% of the 13F portfolio, value $1,644,946.

    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 13,830 shares
    Change vs previous 13F +3,957 shares

    0.53% of the 13F portfolio, value $1,470,682.

    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 9,873 shares
    Change vs previous 13F +4,710 shares

    0.41% of the 13F portfolio, value $1,042,589.

    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 5,163 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $544,593.

    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).