Skip to content
Disclosery

ROTHSCHILD INVESTMENT LLC: WT position timeline

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

ROTHSCHILD INVESTMENT LLC held 258,787 WT 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 258,787 shares
    Change vs previous 13F -992 shares

    0.16% of the 13F portfolio, value $4,383,849.

    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 259,779 shares
    Change vs previous 13F -4,262 shares

    0.2% of the 13F portfolio, value $3,782,389.

    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 264,041 shares
    Change vs previous 13F -5,363 shares

    0.18% of the 13F portfolio, value $3,218,658.

    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 269,404 shares
    Change vs previous 13F +416 shares

    0.21% of the 13F portfolio, value $3,744,715.

    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 268,988 shares
    Change vs previous 13F -5,170 shares

    0.19% of the 13F portfolio, value $3,096,055.

    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 274,158 shares
    Change vs previous 13F +29,395 shares

    0.16% of the 13F portfolio, value $2,445,494.

    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 244,763 shares
    Change vs previous 13F +16,602 shares

    0.17% of the 13F portfolio, value $2,570,014.

    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 228,161 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,279,324.

    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).