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ROTHSCHILD INVESTMENT LLC: BX position timeline

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

ROTHSCHILD INVESTMENT LLC held 240,474 BX 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 240,474 shares
    Change vs previous 13F +35,335 shares

    1.06% of the 13F portfolio, value $28,296,551.

    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 205,139 shares
    Change vs previous 13F +9,192 shares

    1.23% of the 13F portfolio, value $23,588,981.

    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 195,947 shares
    Change vs previous 13F -3,261 shares

    1.66% of the 13F portfolio, value $30,203,338.

    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 199,208 shares
    Change vs previous 13F +511 shares

    1.92% of the 13F portfolio, value $34,034,764.

    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 198,697 shares
    Change vs previous 13F +1,930 shares

    1.86% of the 13F portfolio, value $29,721,025.

    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 196,767 shares
    Change vs previous 13F +289 shares

    1.84% of the 13F portfolio, value $27,504,126.

    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 196,478 shares
    Change vs previous 13F -5,016 shares

    2.22% of the 13F portfolio, value $33,876,772.

    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 201,494 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $30,854,777.

    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).