WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
ROOT holding history
Root, Inc. in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ROOT overviewAll 13F holders of ROOTFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −21,257−100.0% | Sold out | Holders |
| Q4 2024 | 21,257 | $1.54M | 0.1% | +21,257 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −9,606−100.0% | Sold outConverted for a 1-for-18 split | Holders |
| Q2 2022 | 172,911 | $206.0K | <0.1% | +172,911 | New | Holders |