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ROTHSCHILD INVESTMENT LLC /IL: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD INVESTMENT LLC /IL on IVV, newest first. How the timeline and the estimate are built.

ROTHSCHILD INVESTMENT LLC /IL held 884 IVV shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 884 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $379,000.

    13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 898 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $400,000.

    13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 791 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $325,000.

    13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 654 shares
    Change vs previous 13F -214 shares

    0.02% of the 13F portfolio, value $251,000.

    13F-HR 0001020918-23-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 868 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $311,000.

    13F-HR 0001020918-22-000008 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 541 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,000.

    13F-HR 0001020918-22-000006 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).