Rothschild Capital Partners, LLC: IWM position timeline

Rothschild Capital Partners, LLC held 6,389 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,389 shares

   Change vs previous 13F +1 shares

   0.41% of the 13F portfolio, value $1,919,572.

   13F-HR 0001569833-26-000007 filed by Rothschild Capital Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,388 shares

   Change vs previous 13F +6,388 shares

   0.39% of the 13F portfolio, value $1,584,199.

   13F-HR 0001569833-26-000005 filed by Rothschild Capital Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -39,830 shares

   13F-HR 0001569833-25-000002 filed by Rothschild Capital Partners, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 39,830 shares

   Change vs previous 13F -38 shares

   2.13% of the 13F portfolio, value $8,800,818.

   13F-HR 0001777813-25-000002 filed by Rothschild Capital Partners, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 39,868 shares

   Change vs previous 13F not available

   2.46% of the 13F portfolio, value $8,806,527.

   13F-HR 0001569833-24-000009 filed by Rothschild Capital Partners, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).