Position in OPAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$156
New position
Shares Held
62
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 Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Root Financial Partners, LLC holds $252,855 across 1 Utilities - Regulated Gas name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWN |
Northwest Natural Holding Co
|
5,154 | $252,855 |
All Filings in OPAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156 | 62 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||