Root Financial Partners, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1977181
ENCINITAS, CA
Position in AIT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$37,410
+$6,855 QoQ
Shares Held
141
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,410 | 141 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $30,555 | 119 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,627 | 102 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||