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ROTHSCHILD INVESTMENT LLC: TAGG position timeline

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

ROTHSCHILD INVESTMENT LLC held 50,186 TAGG 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 50,186 shares
    Change vs previous 13F +16,156 shares

    0.08% of the 13F portfolio, value $2,131,131.

    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 34,030 shares
    Change vs previous 13F +15,305 shares

    0.08% of the 13F portfolio, value $1,449,678.

    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 18,725 shares
    Change vs previous 13F +1,850 shares

    0.04% of the 13F portfolio, value $805,924.

    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 16,875 shares
    Change vs previous 13F +12,125 shares

    0.04% of the 13F portfolio, value $726,638.

    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 4,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,716.

    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).