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Disclosery

Rothschild Wealth LLC: DFIV position timeline

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

Rothschild Wealth LLC held 198,381 DFIV 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 198,381 shares
    Change vs previous 13F -4,649 shares

    0.86% of the 13F portfolio, value $10,716,561.

    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 203,030 shares
    Change vs previous 13F +2,471 shares

    0.97% of the 13F portfolio, value $10,715,928.

    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 200,559 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $10,007,914.

    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).