Skip to main content

Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

J holding history

Jacobs Solutions Inc. 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of J by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−963−100.0%Sold outHolders
Q1 2026963$122.6K<0.1%+66+7.4%AddedHolders
Q4 2025897$118.8K<0.1%+22+2.5%AddedHolders
Q3 2025875$131.1K<0.1%+875NewHolders
Q4 20240$00.0%−1,690−100.0%Sold outHolders
Q3 20241,690$221.2K<0.1%+1,690NewHolders