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Rothschild Capital Partners, LLC: XLI position timeline

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

Rothschild Capital Partners, LLC held 70,030 XLI 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 70,030 shares
    Change vs previous 13F +536 shares

    2.79% of the 13F portfolio, value $12,971,657.

    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 69,494 shares
    Change vs previous 13F -51,617 shares

    2.77% of the 13F portfolio, value $11,239,265.

    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 121,111 shares
    Change vs previous 13F -39,410 shares

    4.44% of the 13F portfolio, value $18,786,739.

    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 160,521 shares
    Change vs previous 13F -11,749 shares

    5.85% of the 13F portfolio, value $24,757,154.

    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 172,270 shares
    Change vs previous 13F -4,440 shares

    6.67% of the 13F portfolio, value $25,413,271.

    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 176,710 shares
    Change vs previous 13F +9,749 shares

    6.06% of the 13F portfolio, value $23,161,380.

    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 166,961 shares
    Change vs previous 13F +17,320 shares

    5.34% of the 13F portfolio, value $21,998,782.

    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 149,641 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $20,267,378.

    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).