Root Financial Partners, LLC
Position in SPH — Suburban Propane Partners LP
CIK 1977181
ENCINITAS, CA
Position in SPH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$80,729
+$4,715 QoQ
Shares Held
4,100
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
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 SPH Over Time
Shares Held
Position Value (USD)
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 SPH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,729 | 4,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $76,014 | 4,100 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $76,465 | 4,100 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||