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Rothschild Capital Partners, LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Capital Partners, LLC on IWP, newest first. How the timeline and the estimate are built.

Rothschild Capital Partners, LLC held 2,942 IWP 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 2,942 shares
    Change vs previous 13F +886 shares

    0.09% of the 13F portfolio, value $430,739.

    13F-HR 0001569833-26-000007 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,056 shares
    Change vs previous 13F -208 shares

    0.06% of the 13F portfolio, value $263,415.

    13F-HR 0001569833-26-000005 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,264 shares
    Change vs previous 13F +548 shares

    0.07% of the 13F portfolio, value $310,033.

    13F-HR 0001569833-26-000002 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,716 shares
    Change vs previous 13F -93 shares

    0.06% of the 13F portfolio, value $244,376.

    13F-HR 0001569833-25-000006 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,809 shares
    Change vs previous 13F -1,166 shares

    0.07% of the 13F portfolio, value $250,873.

    13F-HR 0001569833-25-000003 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,975 shares
    Change vs previous 13F -527 shares

    0.09% of the 13F portfolio, value $349,533.

    13F-HR 0001569833-25-000002 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,502 shares
    Change vs previous 13F -612 shares

    0.11% of the 13F portfolio, value $443,879.

    13F-HR 0001777813-25-000002 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,114 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $482,532.

    13F-HR 0001569833-24-000009 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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