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Root Financial Partners, LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1977181 ENCINITAS, CA

Position in CVCO

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$15,012
-$6,254 QoQ
Shares Held
31
-13.9% 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 CVCO Over Time

Shares Held

Position Value (USD)

All Filings in CVCO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,012 31
2025-12-31 $21,266 36
2025-09-30 $17,421 30