Skip to main content

Activest Wealth Management

SEC CIK
0001883134
Latest filing
Jul 16, 2026

ROOT holding history

Root, Inc. in every 13F filed by Activest Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2024
Holdings of ROOT by Activest Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,000−100.0%Sold outHolders
Q1 20263,000$132.5K<0.1%+3,000NewHolders
Q4 20250$00.0%−3,000−100.0%Sold outHolders
Q3 20253,000$268.5K0.1%00.0%UnchangedHolders
Q2 20253,000$383.9K0.1%00.0%UnchangedHolders
Q1 20253,000$400.3K0.1%00.0%UnchangedHolders
Q4 20243,000$217.8K0.1%00.0%UnchangedHolders
Q3 20243,000$113.3K<0.1%00.0%UnchangedHolders
Q2 20243,000$154.8K0.1%+3,000NewHolders