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Disclosery

Rothschild Wealth LLC: DFIS position timeline

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

Rothschild Wealth LLC held 262,784 DFIS 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 262,784 shares
    Change vs previous 13F -25,162 shares

    0.74% of the 13F portfolio, value $9,205,312.

    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 287,946 shares
    Change vs previous 13F +5,909 shares

    0.88% of the 13F portfolio, value $9,695,133.

    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 282,037 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,290,300.

    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).