Root Financial Partners, LLC

SEC CIK: 0001977181
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CEF holding history

Sprott Physical Gold & Silver Trust in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CEF overview All 13F holders of CEF Full Q2 2026 holdings

Shares (Q2 2026): 18,318
Value: $736.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of CEF by Root Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,318	$736.9K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	18,318	$874.1K	<0.1%	+18,318	New	Holders
Q4 2025	0	$0	0.0%	−604−100.0%	Sold out	Holders
Q3 2025	604	$22.2K	<0.1%	+604	New	Holders