Position in STAA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$392
New position
Shares Held
21
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 Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $1,693,719 across 1 Medical Instruments & Supplies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,259 | $1,693,719 |
All Filings in STAA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392 | 21 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||