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Disclosery

Roth Financial Partners LLC: VOO position timeline

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

Roth Financial Partners LLC held 22,785 VOO 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 22,785 shares
    Change vs previous 13F -801 shares

    4.77% of the 13F portfolio, value $15,969,095.

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

  2. period ended2026-06-30
    13F 23,586 shares
    Change vs previous 13F -374 shares

    4.82% of the 13F portfolio, value $16,199,101.

    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 23,960 shares
    Change vs previous 13F -7,325 shares

    4.89% of the 13F portfolio, value $14,317,298.

    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 31,285 shares
    Change vs previous 13F -922 shares

    6.47% of the 13F portfolio, value $19,619,762.

    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 32,207 shares
    Change vs previous 13F -260 shares

    6.65% of the 13F portfolio, value $19,722,923.

    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 32,467 shares
    Change vs previous 13F +4,603 shares

    6.65% of the 13F portfolio, value $18,442,230.

    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 27,864 shares
    Change vs previous 13F -262 shares

    5.66% of the 13F portfolio, value $14,319,588.

    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 28,126 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $15,154,570.

    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).