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ROTHSCHILD INVESTMENT LLC: ZION position timeline

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

ROTHSCHILD INVESTMENT LLC held 9,031 ZION 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 9,031 shares
    Change vs previous 13F +7,186 shares

    0.02% of the 13F portfolio, value $624,855.

    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 1,845 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $106,309.

    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 1,713 shares
    Change vs previous 13F -1,071 shares

    0.01% of the 13F portfolio, value $100,279.

    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 2,784 shares
    Change vs previous 13F +2,468 shares

    0.01% of the 13F portfolio, value $157,519.

    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 316 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $16,413.

    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 301 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $15,008.

    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 521 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,264.

    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 521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,602.

    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).