Roth Financial Partners LLC

Business address
855 Rockmead Drive, Suite 703, Kingwood, TX, 77339
Top securities (13F)
IEFA, IVV, SPY, IJR, RSP, VOO, VGIT, VTEB, VEA, IEMG, VB, AAPL, ACWI, VWO, SUB, NVDA, IBM, VGSH, AVGO, and XOM
State of incorporation
TX
Fiscal year end
31 December
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Roth Financial Partners LLC has filed 23 SEC EDGAR filings since 27 Jan 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-20467
N-PX Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-20467
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-20467
13F-HR Open Document Open Filing 18 Apr 2025 31 Mar 2025 028-20467
13F-HR/A Open Document Open Filing 14 Jan 2025 30 Sep 2024 028-20467
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-20467
13F-HR Open Document Open Filing 11 Oct 2024 30 Sep 2024 028-20467
13F-HR Open Document Open Filing 03 Jul 2024 30 Jun 2024 028-20467
N-PX Open Document Open Filing 01 Jul 2024 12 Jun 2024 028-20467
13F-HR Open Document Open Filing 12 Apr 2024 31 Mar 2024 028-20467
13F-HR Open Document Open Filing 31 Jan 2024 31 Dec 2023 028-20467
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-20467
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-20467
13F-HR Open Document Open Filing 05 Apr 2023 31 Mar 2023 028-20467
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-20467
13F-HR Open Document Open Filing 07 Oct 2022 30 Sep 2022 028-20467
13F-HR Open Document Open Filing 11 Jul 2022 30 Jun 2022 028-20467
13F-HR Open Document Open Filing 14 Apr 2022 31 Mar 2022 028-20467
13F-HR Open Document Open Filing 18 Jan 2022 31 Dec 2021 028-20467
13F-HR Open Document Open Filing 19 Oct 2021 30 Sep 2021 028-20467
13F-HR Open Document Open Filing 09 Jul 2021 30 Jun 2021 028-20467
13F-HR Open Document Open Filing 16 Apr 2021 31 Mar 2021 028-20467
13F-HR Open Document Open Filing 27 Jan 2021 31 Dec 2020 028-20467