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Rothschild Wealth LLC: AOM position timeline

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

Rothschild Wealth LLC held 22,004 AOM 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 22,004 shares
    Change vs previous 13F -1,835 shares

    0.09% of the 13F portfolio, value $1,097,761.

    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 23,839 shares
    Change vs previous 13F +1,829 shares

    0.1% of the 13F portfolio, value $1,129,274.

    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 22,010 shares
    Change vs previous 13F +1,318 shares

    0.1% of the 13F portfolio, value $1,050,558.

    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 20,692 shares
    Change vs previous 13F -199 shares

    0.21% of the 13F portfolio, value $984,530.

    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 20,891 shares
    Change vs previous 13F +5,513 shares

    0.24% of the 13F portfolio, value $961,843.

    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 15,378 shares
    Change vs previous 13F -1,697 shares

    0.19% of the 13F portfolio, value $674,787.

    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 17,075 shares
    Change vs previous 13F -11,953 shares

    0.22% of the 13F portfolio, value $741,743.

    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 29,028 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $728,603.

    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).