Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001977181-25-000002
Filing Date
2025-08-11
Accepted
2025-08-11 10:33:29
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2060
2 rootfin-2025q2-13f.html INFORMATION TABLE  
2 rootfin-2025q2-13f.xml INFORMATION TABLE 127395
  Complete submission text file 0001977181-25-000002.txt   130627
Mailing Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024
Business Address 1106 2ND STREET SUITE 102 ENCINITAS CA 92024 (760) 452-0720
Root Financial Partners, LLC (Filer) CIK: 0001977181 (see all company filings)

EIN.: 822845333
Type: 13F-HR | Act: 34 | File No.: 028-23236 | Film No.: 251200698