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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

  1. period ended2026-06-30
    13F 357,568 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 396,751 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 410,151 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 417,773 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 414,622 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 383,679 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 367,860 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 345,858 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).