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Rothschild Capital Partners, LLC: XLF position timeline

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

Rothschild Capital Partners, LLC held 7,023 XLF 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 7,023 shares
    Change vs previous 13F +7,023 shares

    0.08% of the 13F portfolio, value $376,504.

    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 0 shares
    Change vs previous 13F -27,991 shares

    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).

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

  3. period ended2025-12-31
    13F 27,991 shares
    Change vs previous 13F +7,671 shares

    0.36% of the 13F portfolio, value $1,533,068.

    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 20,320 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,094,639.

    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 20,320 shares
    Change vs previous 13F -23,450 shares

    0.28% of the 13F portfolio, value $1,064,159.

    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 43,770 shares
    Change vs previous 13F +3,900 shares

    0.57% of the 13F portfolio, value $2,180,184.

    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 39,870 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,926,917.

    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).