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ROTHSCHILD INVESTMENT LLC: IWM position timeline

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

ROTHSCHILD INVESTMENT LLC held 7,296 IWM 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 7,296 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $2,192,083.

    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 7,346 shares
    Change vs previous 13F +128 shares

    0.1% of the 13F portfolio, value $1,821,808.

    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 7,218 shares
    Change vs previous 13F +200 shares

    0.1% of the 13F portfolio, value $1,776,783.

    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 7,018 shares
    Change vs previous 13F -65 shares

    0.1% of the 13F portfolio, value $1,698,075.

    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 7,083 shares
    Change vs previous 13F -144 shares

    0.1% of the 13F portfolio, value $1,528,441.

    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 7,227 shares
    Change vs previous 13F +65 shares

    0.1% of the 13F portfolio, value $1,441,714.

    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 7,162 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $1,582,516.

    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 7,057 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,558,821.

    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).