Skip to content
Disclosery

ROTHSCHILD INVESTMENT LLC: DOW position timeline

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

ROTHSCHILD INVESTMENT LLC held 76,685 DOW 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 76,685 shares
    Change vs previous 13F +42,754 shares

    0.08% of the 13F portfolio, value $2,098,098.

    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 33,931 shares
    Change vs previous 13F +16,038 shares

    0.07% of the 13F portfolio, value $1,413,220.

    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 17,893 shares
    Change vs previous 13F -3,915 shares

    0.02% of the 13F portfolio, value $418,335.

    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 21,808 shares
    Change vs previous 13F -1,982 shares

    0.03% of the 13F portfolio, value $500,057.

    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 23,790 shares
    Change vs previous 13F -2,051 shares

    0.04% of the 13F portfolio, value $629,959.

    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 25,841 shares
    Change vs previous 13F -8,105 shares

    0.06% of the 13F portfolio, value $902,368.

    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 33,946 shares
    Change vs previous 13F -10,391 shares

    0.09% of the 13F portfolio, value $1,362,253.

    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 44,337 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,422,146.

    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).