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ROTHSCHILD INVESTMENT LLC: CGCP position timeline

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

ROTHSCHILD INVESTMENT LLC held 136,660 CGCP 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 136,660 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $3,046,151.

    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 135,660 shares
    Change vs previous 13F +8,945 shares

    0.16% of the 13F portfolio, value $3,030,644.

    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 126,715 shares
    Change vs previous 13F +2,125 shares

    0.16% of the 13F portfolio, value $2,868,828.

    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 124,590 shares
    Change vs previous 13F +1,500 shares

    0.16% of the 13F portfolio, value $2,830,685.

    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 123,090 shares
    Change vs previous 13F +1,200 shares

    0.17% of the 13F portfolio, value $2,769,525.

    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 121,890 shares
    Change vs previous 13F +1,950 shares

    0.18% of the 13F portfolio, value $2,736,431.

    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 119,940 shares
    Change vs previous 13F +71,100 shares

    0.17% of the 13F portfolio, value $2,662,668.

    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 48,840 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,129,181.

    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).