Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Root Financial Partners, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001977181.
Total Filings
14
Latest Filing
10 Feb 2026
Industry
n/a
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 10 Feb 2026 for CIK 0001977181.
- Business address
- 1106 2 Nd Street, Suite 102, Encinitas, CA, 92024
- Top securities (13F)
- DFUS, DFAI, DFSD, DFCF, DFAE, DFAS, DFLV, DUSB, NVDA, VUG, DFAR, DUHP, DFIV, AAPL, DFIS, VTI, DFUV, DFSV, DFAC, and MSFT
Quick Takeaways
- Root Financial Partners, LLC is an SEC filer tracked under CIK 0001977181.
- 14 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 10 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 10 Feb 2026 for CIK 0001977181.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for Root Financial Partners, LLC.
- Latest source-backed update
- 13F-HR filed 10 Feb 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 10 Feb 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for Root Financial Partners, LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
10 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 10 Feb 2026.
Benchmark Context
Benchmark context for this company
Root Financial Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Root Financial Partners, LLC has filed 14 SEC EDGAR filings since 12 May 2023. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Root Financial Partners, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 10 Feb 2026 | 31 Dec 2025 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 29 Oct 2025 | 30 Sep 2025 | 028-23236 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 12 Aug 2025 | 30 Jun 2025 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Aug 2025 | 30 Jun 2025 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 25 Apr 2025 | 31 Mar 2025 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Jan 2025 | 31 Dec 2024 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 01 Nov 2024 | 30 Sep 2024 | 028-23236 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 09 Aug 2024 | 30 Jun 2024 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Aug 2024 | 30 Jun 2024 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 24 Apr 2024 | 31 Mar 2024 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Jan 2024 | 31 Dec 2023 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 19 Oct 2023 | 30 Sep 2023 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 27 Jul 2023 | 30 Jun 2023 | 028-23236 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 May 2023 | 31 Mar 2023 | 028-23236 |
About this filer
Root Financial Partners, LLC files with the SEC under CIK 0001977181. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.