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Root Financial Partners, LLC

Position in WMK — Weis Markets Inc

CIK 1977181 ENCINITAS, CA

Position in WMK

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$5,060
+$1,343 QoQ
Shares Held
74
+27.6% 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 WMK Over Time

Shares Held

Position Value (USD)

All Filings in WMK

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,060 74
2025-12-31 $3,717 58
2025-09-30 $6,468 90