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Rothschild Wealth LLC: HYLB position timeline

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

Rothschild Wealth LLC held 21,161 HYLB 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 21,161 shares
    Change vs previous 13F +858 shares

    0.06% of the 13F portfolio, value $772,800.

    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 20,303 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $734,156.

    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 20,374 shares
    Change vs previous 13F -677 shares

    0.07% of the 13F portfolio, value $750,374.

    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 21,051 shares
    Change vs previous 13F +26 shares

    0.17% of the 13F portfolio, value $781,203.

    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 21,025 shares
    Change vs previous 13F +5,314 shares

    0.19% of the 13F portfolio, value $776,243.

    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 15,711 shares
    Change vs previous 13F -2,269 shares

    0.16% of the 13F portfolio, value $567,953.

    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 17,980 shares
    Change vs previous 13F -70,351 shares

    0.19% of the 13F portfolio, value $648,718.

    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 88,331 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $9,508,805.

    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).