ROTHSCHILD INVESTMENT LLC: CAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD INVESTMENT LLC on CAL, newest first. How the timeline and the estimate are built.
ROTHSCHILD INVESTMENT LLC held 138 CAL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 138 sharesChange vs previous 13F +64 shares
<0.01% of the 13F portfolio, value $1,707.
13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74 sharesChange vs previous 13F +9 shares
<0.01% of the 13F portfolio, value $780.
13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65 sharesChange vs previous 13F -50,002 shares
<0.01% of the 13F portfolio, value $791.
13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,067 sharesChange vs previous 13F -1,250 shares
0.04% of the 13F portfolio, value $652,874.
13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 51,317 sharesChange vs previous 13F -482 shares
0.04% of the 13F portfolio, value $627,094.
13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,799 sharesChange vs previous 13F -379 shares
0.06% of the 13F portfolio, value $892,497.
13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,178 sharesChange vs previous 13F -20 shares
0.08% of the 13F portfolio, value $1,208,442.
13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,198 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,725,144.
13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).