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Disclosery

Rothschild Wealth LLC: AOR position timeline

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

Rothschild Wealth LLC held 26,209 AOR 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 26,209 shares
    Change vs previous 13F -1,747 shares

    0.15% of the 13F portfolio, value $1,821,494.

    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 27,956 shares
    Change vs previous 13F +1,235 shares

    0.16% of the 13F portfolio, value $1,798,967.

    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 26,721 shares
    Change vs previous 13F -4,001 shares

    0.17% of the 13F portfolio, value $1,737,130.

    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 30,722 shares
    Change vs previous 13F +3,178 shares

    0.43% of the 13F portfolio, value $1,977,911.

    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 27,544 shares
    Change vs previous 13F +2,940 shares

    0.42% of the 13F portfolio, value $1,695,855.

    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 24,604 shares
    Change vs previous 13F -162 shares

    0.4% of the 13F portfolio, value $1,416,457.

    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 24,766 shares
    Change vs previous 13F +1,997 shares

    0.42% of the 13F portfolio, value $1,419,592.

    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 22,769 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $574,006.

    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).