Skip to content
Disclosery

ROTHSCHILD INVESTMENT LLC: WEC position timeline

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

ROTHSCHILD INVESTMENT LLC held 26,427 WEC 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 26,427 shares
    Change vs previous 13F -69 shares

    0.12% of the 13F portfolio, value $3,085,833.

    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 26,496 shares
    Change vs previous 13F +1,830 shares

    0.16% of the 13F portfolio, value $3,067,394.

    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 24,666 shares
    Change vs previous 13F -1,544 shares

    0.14% of the 13F portfolio, value $2,601,233.

    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 26,210 shares
    Change vs previous 13F -719 shares

    0.17% of the 13F portfolio, value $3,003,404.

    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 26,929 shares
    Change vs previous 13F -2 shares

    0.18% of the 13F portfolio, value $2,806,002.

    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 26,931 shares
    Change vs previous 13F -132 shares

    0.2% of the 13F portfolio, value $2,934,940.

    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 27,063 shares
    Change vs previous 13F +29 shares

    0.17% of the 13F portfolio, value $2,545,005.

    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 27,034 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,600,130.

    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).