Skip to content
Disclosery

ROTHSCHILD INVESTMENT LLC: BNY position timeline

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

ROTHSCHILD INVESTMENT LLC held 23,287 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,287 shares
    Change vs previous 13F +5,356 shares

    0.13% of the 13F portfolio, value $3,367,588.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 17,931 shares
    Change vs previous 13F -640 shares

    0.11% of the 13F portfolio, value $2,127,200.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 18,571 shares
    Change vs previous 13F -497 shares

    0.12% of the 13F portfolio, value $2,155,856.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 19,068 shares
    Change vs previous 13F +579 shares

    0.12% of the 13F portfolio, value $2,077,669.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 18,489 shares
    Change vs previous 13F -814 shares

    0.11% of the 13F portfolio, value $1,684,549.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 19,303 shares
    Change vs previous 13F -24 shares

    0.11% of the 13F portfolio, value $1,618,957.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 19,327 shares
    Change vs previous 13F -451 shares

    0.1% of the 13F portfolio, value $1,484,907.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 19,778 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,421,260.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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