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Disclosery

Rothschild Wealth LLC: IBIT position timeline

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

Rothschild Wealth LLC held 10,619 IBIT 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 10,619 shares
    Change vs previous 13F -8,034 shares

    0.03% of the 13F portfolio, value $353,500.

    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 18,653 shares
    Change vs previous 13F -3,818 shares

    0.06% of the 13F portfolio, value $716,640.

    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 22,471 shares
    Change vs previous 13F +11,522 shares

    0.11% of the 13F portfolio, value $1,115,675.

    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 10,949 shares
    Change vs previous 13F +1,434 shares

    0.16% of the 13F portfolio, value $711,685.

    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 9,515 shares
    Change vs previous 13F +1,166 shares

    0.14% of the 13F portfolio, value $582,413.

    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 8,349 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $390,817.

    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 8,349 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $442,914.

    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).