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Disclosery

Rothschild Wealth LLC: BAI position timeline

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

Rothschild Wealth LLC held 203,415 BAI 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 203,415 shares
    Change vs previous 13F -34,837 shares

    0.86% of the 13F portfolio, value $10,724,025.

    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 238,252 shares
    Change vs previous 13F +26,238 shares

    0.71% of the 13F portfolio, value $7,850,395.

    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 212,014 shares
    Change vs previous 13F +118,320 shares

    0.68% of the 13F portfolio, value $7,060,057.

    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 93,694 shares
    Change vs previous 13F +10,315 shares

    0.7% of the 13F portfolio, value $3,200,587.

    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 83,379 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,405,484.

    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).