Roth Financial Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Roth Financial Partners going back to Jan. 27, 2021
- Roth Financial Partners 2025 Q3 - filed Oct. 20, 2025 - new!
- Roth Financial Partners 2025 Q2 - filed July 9, 2025
- Roth Financial Partners 2025 Q1 - filed April 18, 2025
- Roth Financial Partners 2024 Q4 - filed Jan. 14, 2025
- Roth Financial Partners 2024 Q3 restated - filed Jan. 14, 2025
- Roth Financial Partners 2024 Q3 - filed Oct. 11, 2024
- Roth Financial Partners 2024 Q2 - filed July 3, 2024
- Roth Financial Partners 2024 Q1 - filed April 12, 2024
- Roth Financial Partners 2023 Q4 - filed Jan. 31, 2024
- Roth Financial Partners 2023 Q3 - filed Oct. 10, 2023
- Roth Financial Partners 2023 Q2 - filed July 14, 2023
- Roth Financial Partners 2023 Q1 - filed April 5, 2023
- Roth Financial Partners 2022 Q4 - filed Jan. 19, 2023
- Roth Financial Partners 2022 Q3 - filed Oct. 7, 2022
- Roth Financial Partners 2022 Q2 - filed July 11, 2022
- Roth Financial Partners 2022 Q1 - filed April 14, 2022
- Roth Financial Partners 2021 Q4 - filed Jan. 18, 2022
- Roth Financial Partners 2021 Q3 - filed Oct. 19, 2021
- Roth Financial Partners 2021 Q2 - filed July 9, 2021
- Roth Financial Partners 2021 Q1 - filed April 16, 2021
- Roth Financial Partners 2020 Q4 - filed Jan. 27, 2021