Skip to main content

Root Financial Partners, LLC

Position in CDP — Copt Defense Properties

CIK 1977181 ENCINITAS, CA

Position in CDP

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$10,495
+$10,245 QoQ
Shares Held
343
+3711.1% QoQ
Ownership
0.000%
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% Shared 0% None 0%

Common Shares in CDP Over Time

Shares Held

Position Value (USD)

All Filings in CDP

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,495 343
2025-12-31 $250 9
2025-09-30 $261 9