Rooted Wealth Advisors, Inc.
- SEC CIK
- 0001963732
- Latest filing
- Jul 28, 2026
NOW holding history
ServiceNow, Inc. in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NOW overviewAll 13F holders of NOWFull Q2 2026 holdings
- Shares (Q2 2026)
- 6,307
- Value
- $626.2K
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,307 | $626.2K | 0.2% | +3,042+93.2% | Added | Holders |
| Q1 2026 | 3,265 | $325.6K | 0.1% | +3,265 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −252−100.0% | Sold out | Holders |
| Q4 2024 | 252 | $266.0K | 0.1% | −4−1.6% | Reduced | Holders |
| Q3 2024 | 256 | $232.0K | 0.1% | +256 | New | Holders |