Position in FER
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,488
+$612 QoQ
Shares Held
69
+15.0% 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 FER Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $1,404,257 across 3 Engineering & Construction names.
All Filings in FER
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,488 | 69 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,876 | 60 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,640 | 28 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||