Question 1

How many shares of RODM does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 187,582 shares of RODM (LATTICE STRATEGIES TR).

Question 2

What is &PARTNERS's RODM position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's RODM position is worth $7.4M.

Question 3

Is &PARTNERS buying or selling RODM?

Accepted Answer

In 2026-Q1, &PARTNERS increased their RODM position (+1.9% change in shares).

Question 4

When did &PARTNERS first buy RODM?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in RODM in 2025-Q2. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	187,582	+1.9%	$7.4M	0.0%	$40.07	28
2025-Q4	Increased	184,033	+18.9%	$6.8M	0.0%	$37.17	32
2025-Q3	Increased	154,758	+13.4%	$5.5M	0.0%	$34.82	31
2025-Q2	New	136,459	-	$4.7M	0.0%	$33.45	37

RODM4 quarters

RODM
4 quarters