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Rothschild Wealth LLC: AOK position timeline

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

Rothschild Wealth LLC held 47,634 AOK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,634 shares
    Change vs previous 13F +7,582 shares

    0.16% of the 13F portfolio, value $1,975,865.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 40,052 shares
    Change vs previous 13F +429 shares

    0.14% of the 13F portfolio, value $1,597,674.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 39,623 shares
    Change vs previous 13F -7,419 shares

    0.15% of the 13F portfolio, value $1,590,071.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 47,042 shares
    Change vs previous 13F -2,475 shares

    0.41% of the 13F portfolio, value $1,889,207.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 49,517 shares
    Change vs previous 13F +12,796 shares

    0.47% of the 13F portfolio, value $1,934,629.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 36,721 shares
    Change vs previous 13F +7,472 shares

    0.39% of the 13F portfolio, value $1,381,811.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth 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 29,249 shares
    Change vs previous 13F +11,060 shares

    0.32% of the 13F portfolio, value $1,090,988.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 18,189 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $671,538.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).