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Disclosery

Rothschild Wealth LLC: GWX position timeline

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

Rothschild Wealth LLC held 16,920 GWX 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 16,920 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $740,419.

    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 16,872 shares
    Change vs previous 13F -289 shares

    0.06% of the 13F portfolio, value $712,505.

    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 17,161 shares
    Change vs previous 13F -380 shares

    0.07% of the 13F portfolio, value $701,198.

    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 17,541 shares
    Change vs previous 13F -503 shares

    0.15% of the 13F portfolio, value $704,797.

    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 18,044 shares
    Change vs previous 13F -469 shares

    0.16% of the 13F portfolio, value $670,876.

    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 18,513 shares
    Change vs previous 13F -1,134 shares

    0.17% of the 13F portfolio, value $591,675.

    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 19,647 shares
    Change vs previous 13F +15,727 shares

    0.18% of the 13F portfolio, value $608,762.

    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 3,920 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $534,389.

    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).