Skip to content
Disclosery

Rothschild Wealth LLC: EFV position timeline

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

Rothschild Wealth LLC held 98,217 EFV 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 98,217 shares
    Change vs previous 13F -91,478 shares

    0.6% of the 13F portfolio, value $7,518,511.

    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 189,695 shares
    Change vs previous 13F +13,083 shares

    1.27% of the 13F portfolio, value $14,103,808.

    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 176,612 shares
    Change vs previous 13F -80,245 shares

    1.21% of the 13F portfolio, value $12,611,848.

    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 256,857 shares
    Change vs previous 13F +7,915 shares

    3.8% of the 13F portfolio, value $17,422,590.

    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 248,942 shares
    Change vs previous 13F +99,260 shares

    3.88% of the 13F portfolio, value $15,802,822.

    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 149,682 shares
    Change vs previous 13F -55,293 shares

    2.47% of the 13F portfolio, value $8,822,242.

    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 204,975 shares
    Change vs previous 13F +198,201 shares

    3.15% of the 13F portfolio, value $10,755,025.

    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 6,774 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $403,121.

    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).