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Rothschild Capital Partners, LLC: XLY position timeline

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

Rothschild Capital Partners, LLC held 2,461 XLY 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 2,461 shares
    Change vs previous 13F +2,461 shares

    0.06% of the 13F portfolio, value $288,627.

    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 -15,769 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 15,769 shares
    Change vs previous 13F +8,605 shares

    0.44% of the 13F portfolio, value $1,882,977.

    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 7,164 shares
    Change vs previous 13F +5,580 shares

    0.41% of the 13F portfolio, value $1,716,781.

    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 1,584 shares
    Change vs previous 13F -61,165 shares

    0.09% of the 13F portfolio, value $344,251.

    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 62,749 shares
    Change vs previous 13F -3,507 shares

    3.24% of the 13F portfolio, value $12,390,418.

    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 66,256 shares
    Change vs previous 13F +35,323 shares

    3.61% of the 13F portfolio, value $14,864,535.

    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 30,933 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $6,198,046.

    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).