Position in NABL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,221
New position
Shares Held
904
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 NABL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,221 | 904 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||