Position in CCS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$10,098
+$5,944 QoQ
Shares Held
176
+151.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CCS Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026Root Financial Partners, LLC holds $16,397 across 5 Real Estate - Development names. CCS ranks #1 (61.6% of the industry book) .
All Filings in CCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,098 | 176 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,154 | 70 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,548 | 56 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||