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Rothschild Wealth LLC: GOVT position timeline

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

Rothschild Wealth LLC held 314,534 GOVT 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 314,534 shares
    Change vs previous 13F +121,597 shares

    0.57% of the 13F portfolio, value $7,165,093.

    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 192,937 shares
    Change vs previous 13F +179,049 shares

    0.4% of the 13F portfolio, value $4,420,187.

    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 13,888 shares
    Change vs previous 13F -1,234 shares

    0.03% of the 13F portfolio, value $319,771.

    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 15,122 shares
    Change vs previous 13F -557 shares

    0.08% of the 13F portfolio, value $349,621.

    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 15,679 shares
    Change vs previous 13F -165 shares

    0.09% of the 13F portfolio, value $360,303.

    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 15,844 shares
    Change vs previous 13F -1,915 shares

    0.1% of the 13F portfolio, value $364,175.

    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 17,759 shares
    Change vs previous 13F -15,161 shares

    0.12% of the 13F portfolio, value $408,102.

    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 32,920 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,166,685.

    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).