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Livermore
Livermore
ZHEN

Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

LPLA holding history

LPL Financial Holdings 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.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q2 2026)
2,284
Value
$643.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of LPLA by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,284$643.4K<0.1%+5+0.2%AddedHolders
Q1 20262,279$685.6K<0.1%−39−1.7%ReducedHolders
Q4 20252,318$827.9K<0.1%+33+1.4%AddedHolders
Q3 20252,285$760.2K<0.1%+36+1.6%AddedHolders
Q2 20252,249$843.3K0.1%+49+2.2%AddedHolders
Q1 20252,200$719.7K0.1%+9+0.4%AddedHolders
Q4 20242,191$715.4K0.1%−14−0.6%ReducedHolders
Q3 20242,205$512.9K0.1%−2−0.1%ReducedHolders
Q2 20242,207$616.4K0.1%+2+0.1%AddedHolders
Q1 20242,205$582.6K0.2%+855+63.3%AddedHolders
Q4 20231,350$307.3K0.1%00.0%UnchangedHolders
Q3 20231,350$320.8K0.2%+1+0.1%AddedHolders
Q2 20231,349$293.3K0.2%+3+0.2%AddedHolders
Q1 20231,346$272.4K0.2%–No prior filingHolders