Root Financial Partners, LLC

SEC CIK: 0001977181
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SHEL holding history

Shell plc 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of SHEL by Root Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−2,067−100.0%	Sold out	Holders
Q1 2026	2,067	$192.2K	<0.1%	−775−27.3%	Reduced	Holders
Q4 2025	2,842	$208.8K	<0.1%	+618+27.8%	Added	Holders
Q3 2025	2,224	$159.1K	<0.1%	+2,224	New	Holders