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Rothschild Capital Partners, LLC: XLP position timeline

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

Rothschild Capital Partners, LLC held 171,135 XLP 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 171,135 shares
    Change vs previous 13F +1,382 shares

    3.06% of the 13F portfolio, value $14,216,179.

    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 169,753 shares
    Change vs previous 13F -23,351 shares

    3.43% of the 13F portfolio, value $13,916,376.

    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 193,104 shares
    Change vs previous 13F -14,360 shares

    3.54% of the 13F portfolio, value $15,000,357.

    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 207,464 shares
    Change vs previous 13F -16,056 shares

    3.84% of the 13F portfolio, value $16,258,992.

    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 223,520 shares
    Change vs previous 13F +5,902 shares

    4.75% of the 13F portfolio, value $18,098,430.

    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 217,618 shares
    Change vs previous 13F +22,106 shares

    4.65% of the 13F portfolio, value $17,772,894.

    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 195,512 shares
    Change vs previous 13F +30,665 shares

    3.73% of the 13F portfolio, value $15,369,193.

    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 164,847 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $13,682,314.

    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).