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Carlsmed shares owned by Root Financial Partners

Quarter-by-quarter ownership of Carlsmed (CARL) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Carlsmed

Tip: Access up to 7 years of quarterly data

All positions including Carlsmed held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlsmed by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $136 15 9.07

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Dimensional U.s. Small Cap Etf Etf (DFAS)
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View all positions for Root Financial Partners

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