OGEN β€” ORAGENICS INC COM

Ownership history in Root Financial Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Root Financial Partners, LLC reported ORAGENICS INC COM (OGEN) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows OGEN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OGEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Root Financial Partners, LLC's position in ORAGENICS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OGEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Root Financial Partners, LLC held OGEN β€” position size vs. price
% of Fund (quarterly)    OGEN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 1 β€” β€” 0.00% $1 2026-02-14 (Est.) $0.66

FAQ About Root Financial Partners, LLC and OGEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Root Financial Partners, LLC reported owning OGEN?

Root Financial Partners, LLC reported OGEN across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported OGEN position in Root Financial Partners, LLC's portfolio?

The largest reported portfolio weight for OGEN was 0.00% in 2025 Q4.

What is the latest reported OGEN position on this page?

The most recent filing on this page is 2025 Q4, when Root Financial Partners, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $1.

What does the chart on this OGEN ownership page compare?

The chart compares Root Financial Partners, LLC's quarterly OGEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Root Financial Partners, LLC Holdings