Rothschild Wealth LLC: FSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on FSK, newest first. How the timeline and the estimate are built.
Rothschild Wealth LLC held 357,568 FSK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 357,568 sharesChange vs previous 13F -39,183 shares
0.3% of the 13F portfolio, value $3,754,462.
13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 396,751 sharesChange vs previous 13F -13,400 shares
0.37% of the 13F portfolio, value $4,038,927.
13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 410,151 sharesChange vs previous 13F -7,622 shares
0.58% of the 13F portfolio, value $6,074,335.
13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 417,773 sharesChange vs previous 13F +3,151 shares
1.36% of the 13F portfolio, value $6,237,357.
13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 414,622 sharesChange vs previous 13F +30,943 shares
2.11% of the 13F portfolio, value $8,603,399.
13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 383,679 sharesChange vs previous 13F +15,819 shares
2.25% of the 13F portfolio, value $8,038,077.
13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 367,860 sharesChange vs previous 13F +22,002 shares
2.34% of the 13F portfolio, value $7,989,921.
13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 345,858 sharesChange vs previous 13F not available
2.04% of the 13F portfolio, value $6,823,783.
13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).