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Roth Financial Partners LLC: VTI position timeline

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

Roth Financial Partners LLC held 1,307 VTI 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 1,307 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $489,132.

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

  2. period ended2026-06-30
    13F 1,297 shares
    Change vs previous 13F +60 shares

    0.14% of the 13F portfolio, value $479,942.

    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 1,237 shares
    Change vs previous 13F -97 shares

    0.14% of the 13F portfolio, value $396,842.

    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 1,334 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $447,250.

    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 1,334 shares
    Change vs previous 13F +138 shares

    0.15% of the 13F portfolio, value $437,779.

    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 1,196 shares
    Change vs previous 13F +70 shares

    0.13% of the 13F portfolio, value $363,500.

    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 1,126 shares
    Change vs previous 13F +227 shares

    0.12% of the 13F portfolio, value $309,470.

    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 899 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $260,539.

    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).