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ROTHSCHILD INVESTMENT LLC: D position timeline

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

ROTHSCHILD INVESTMENT LLC held 51,734 D 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 51,734 shares
    Change vs previous 13F -296 shares

    0.13% of the 13F portfolio, value $3,532,897.

    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 52,030 shares
    Change vs previous 13F +586 shares

    0.17% of the 13F portfolio, value $3,216,517.

    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 51,444 shares
    Change vs previous 13F -111 shares

    0.17% of the 13F portfolio, value $3,014,082.

    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 51,555 shares
    Change vs previous 13F +4,482 shares

    0.18% of the 13F portfolio, value $3,153,623.

    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 47,073 shares
    Change vs previous 13F +17,864 shares

    0.17% of the 13F portfolio, value $2,660,560.

    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 29,209 shares
    Change vs previous 13F +1,025 shares

    0.11% of the 13F portfolio, value $1,637,762.

    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 28,184 shares
    Change vs previous 13F -976 shares

    0.1% of the 13F portfolio, value $1,518,004.

    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 29,160 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,685,128.

    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).