Root Financial Partners, LLC reports

Company location: Encinitas, CA

Root Financial Partners, LLC has filed 15 SEC EDGAR filings since 12 May 2023

SEC filing history

Showing 1-15 of 15 matching filings.

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13F-HR File 028-23236

13F-HR filing

Filing date: 24 Apr 2026
Reporting date: 31 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 10 Feb 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 29 Oct 2025
Reporting date: 30 Sep 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-23236

N-PX filing

Filing date: 12 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 11 Aug 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 25 Apr 2025
Reporting date: 31 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 30 Jan 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 01 Nov 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-23236

N-PX filing

Filing date: 09 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 05 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 24 Apr 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 30 Jan 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 19 Oct 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 27 Jul 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-23236

13F-HR filing

Filing date: 12 May 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing