Position in IT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$10,767
+$1,685 QoQ
Shares Held
68
+88.9% 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 IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $703,306 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,501 | $703,306 |
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,767 | 68 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,082 | 36 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,674 | 33 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||