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Root Financial Partners, LLC → NWN
Root Financial Partners, LLC NWN Position History
Northwest Natural Holding Company • Utilities
Quarters held
7
Latest value
$240K
Q3 2026
Peak value
$275K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $45 |
| Q4 2025 | $93 |
| Q1 2026 | $2K |
| Q1 2026 | $275K |
| Q2 2026 | $253K |
| Q3 2026 | $3K |
| Q3 2026 | $240K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $240K | 5.1K | — | — |
| Q3 2026 | $3K | 28 | — | — |
| Q2 2026 | $253K | 5.2K | — | — |
| Q1 2026 | $275K | 5.2K | — | — |
| Q1 2026 | $2K | 25 | — | — |
| Q4 2025 | $93 | 2 | — | — |
| Q3 2025 | $45 | 1 | — | — |
Other funds holding NWN
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF