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ROTHSCHILD INVESTMENT LLC: OLLI position timeline

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

ROTHSCHILD INVESTMENT LLC held 45 OLLI 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 45 shares
    Change vs previous 13F -1,376 shares

    <0.01% of the 13F portfolio, value $3,460.

    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 1,421 shares
    Change vs previous 13F +1,290 shares

    0.01% of the 13F portfolio, value $130,789.

    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 131 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $14,359.

    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 154 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $19,774.

    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 5 shares
    Change vs previous 13F -10,214 shares

    <0.01% of the 13F portfolio, value $659.

    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 10,219 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,189,083.

    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 10,219 shares
    Change vs previous 13F -7,467 shares

    0.07% of the 13F portfolio, value $1,121,331.

    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 17,686 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,719,079.

    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).