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ROTHSCHILD INVESTMENT LLC: SYLD position timeline

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

ROTHSCHILD INVESTMENT LLC held 290,441 SYLD 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 290,441 shares
    Change vs previous 13F +15,022 shares

    0.86% of the 13F portfolio, value $22,970,100.

    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 275,419 shares
    Change vs previous 13F +27,764 shares

    1.09% of the 13F portfolio, value $20,769,314.

    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 247,655 shares
    Change vs previous 13F +15,305 shares

    0.95% of the 13F portfolio, value $17,216,974.

    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 232,350 shares
    Change vs previous 13F +18,813 shares

    0.9% of the 13F portfolio, value $15,953,127.

    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 213,537 shares
    Change vs previous 13F +15,975 shares

    0.87% of the 13F portfolio, value $13,886,289.

    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 197,562 shares
    Change vs previous 13F +11,708 shares

    0.84% of the 13F portfolio, value $12,604,455.

    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 185,854 shares
    Change vs previous 13F +9,617 shares

    0.83% of the 13F portfolio, value $12,725,450.

    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 176,237 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $12,754,258.

    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).