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ROTHSCHILD INVESTMENT LLC: FYLD position timeline

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

ROTHSCHILD INVESTMENT LLC held 604,453 FYLD 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 604,453 shares
    Change vs previous 13F +20,587 shares

    0.82% of the 13F portfolio, value $22,056,486.

    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 583,866 shares
    Change vs previous 13F +25,872 shares

    1.14% of the 13F portfolio, value $21,798,640.

    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 557,994 shares
    Change vs previous 13F +33,260 shares

    1% of the 13F portfolio, value $18,129,210.

    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 524,734 shares
    Change vs previous 13F -4,967 shares

    0.92% of the 13F portfolio, value $16,366,440.

    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 529,701 shares
    Change vs previous 13F +16,490 shares

    0.97% of the 13F portfolio, value $15,488,464.

    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 513,211 shares
    Change vs previous 13F +35,302 shares

    0.92% of the 13F portfolio, value $13,820,775.

    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 477,909 shares
    Change vs previous 13F -209 shares

    0.79% of the 13F portfolio, value $12,048,078.

    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 478,118 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $13,315,585.

    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).