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Rothschild Capital Partners, LLC: XLU position timeline

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

Rothschild Capital Partners, LLC held 225,030 XLU 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 225,030 shares
    Change vs previous 13F +31,521 shares

    2.2% of the 13F portfolio, value $10,202,861.

    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 193,509 shares
    Change vs previous 13F -47,446 shares

    2.19% of the 13F portfolio, value $8,880,129.

    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 240,955 shares
    Change vs previous 13F +114,503 shares

    2.43% of the 13F portfolio, value $10,286,369.

    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 126,452 shares
    Change vs previous 13F -17,469 shares

    2.6% of the 13F portfolio, value $11,027,879.

    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 143,921 shares
    Change vs previous 13F +7,190 shares

    3.08% of the 13F portfolio, value $11,752,589.

    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 136,731 shares
    Change vs previous 13F +10,261 shares

    2.82% of the 13F portfolio, value $10,781,240.

    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 126,470 shares
    Change vs previous 13F +22,632 shares

    2.32% of the 13F portfolio, value $9,572,515.

    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 103,838 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $8,388,034.

    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).