Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
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Rooted Wealth Advisors, Inc.
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Rooted Wealth Advisors, Inc.
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Rooted Wealth Advisors, Inc.
Notes
Support
about
terms
Rooted Wealth Advisors, Inc.
CIK:
0001963732
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-07
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-07-14
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-09-30
OWNERSHIP
13F-HR
none
2026-07-28
13F-HR
none
2026-04-21
13F-HR
none
2026-02-09
13F-HR
none
2025-10-20
13F-HR
none
2025-07-14
13F-HR
none
2025-04-08
13F-HR
none
2025-01-30
13F-HR
none
2024-11-12
13F-HR
none
2024-07-25
13F-HR
none
2024-04-17
13F-HR
none
2024-02-07
13F-HR
none
2023-11-21
13F-HR
none
2023-08-03
13F-HR
none
2023-04-26
13F-HR
none
2023-02-13