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Disclosery

Rothschild Wealth LLC: EW position timeline

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

Rothschild Wealth LLC held 6,507 EW 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 6,507 shares
    Change vs previous 13F -678 shares

    0.05% of the 13F portfolio, value $588,623.

    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 7,185 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $575,375.

    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 7,258 shares
    Change vs previous 13F +1,408 shares

    0.06% of the 13F portfolio, value $618,745.

    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 5,850 shares
    Change vs previous 13F +693 shares

    0.1% of the 13F portfolio, value $454,955.

    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 5,157 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $403,329.

    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 5,072 shares
    Change vs previous 13F +124 shares

    0.1% of the 13F portfolio, value $367,619.

    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 4,948 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $366,300.

    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 5,019 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $331,204.

    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).