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ROTHSCHILD INVESTMENT LLC: CGMS position timeline

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

ROTHSCHILD INVESTMENT LLC held 245,446 CGMS 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 245,446 shares
    Change vs previous 13F +19,096 shares

    0.25% of the 13F portfolio, value $6,708,035.

    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 226,350 shares
    Change vs previous 13F +34,827 shares

    0.32% of the 13F portfolio, value $6,163,503.

    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 191,523 shares
    Change vs previous 13F +77,548 shares

    0.29% of the 13F portfolio, value $5,289,872.

    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 113,975 shares
    Change vs previous 13F +17,625 shares

    0.18% of the 13F portfolio, value $3,162,806.

    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 96,350 shares
    Change vs previous 13F +9,500 shares

    0.17% of the 13F portfolio, value $2,661,187.

    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 86,850 shares
    Change vs previous 13F +21,925 shares

    0.16% of the 13F portfolio, value $2,371,005.

    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 64,925 shares
    Change vs previous 13F +15,400 shares

    0.12% of the 13F portfolio, value $1,771,154.

    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 49,525 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,378,776.

    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).