Created by potrace 1.16, written by Peter Selinger 2001-2019
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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.
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.
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