Skip to content
Disclosery

ROTHSCHILD INVESTMENT LLC: OWL position timeline

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

ROTHSCHILD INVESTMENT LLC held 262,486 OWL 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 262,486 shares
    Change vs previous 13F +69,868 shares

    0.09% of the 13F portfolio, value $2,296,753.

    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 192,618 shares
    Change vs previous 13F +65,862 shares

    0.09% of the 13F portfolio, value $1,758,602.

    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 126,756 shares
    Change vs previous 13F +29,406 shares

    0.1% of the 13F portfolio, value $1,893,735.

    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 97,350 shares
    Change vs previous 13F +31,207 shares

    0.09% of the 13F portfolio, value $1,648,138.

    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 66,143 shares
    Change vs previous 13F +5,011 shares

    0.08% of the 13F portfolio, value $1,270,604.

    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 61,132 shares
    Change vs previous 13F +27,177 shares

    0.08% of the 13F portfolio, value $1,225,095.

    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 33,955 shares
    Change vs previous 13F +25,795 shares

    0.05% of the 13F portfolio, value $789,793.

    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 8,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $157,978.

    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).