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Disclosery

Rothschild Wealth LLC: IEF position timeline

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

Rothschild Wealth LLC held 118,636 IEF 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 118,636 shares
    Change vs previous 13F +11,140 shares

    0.9% of the 13F portfolio, value $11,219,403.

    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 107,496 shares
    Change vs previous 13F +6,616 shares

    0.93% of the 13F portfolio, value $10,259,436.

    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 100,880 shares
    Change vs previous 13F +18,166 shares

    0.93% of the 13F portfolio, value $9,700,615.

    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 82,714 shares
    Change vs previous 13F +5,262 shares

    1.74% of the 13F portfolio, value $7,978,618.

    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 77,452 shares
    Change vs previous 13F +2,946 shares

    1.82% of the 13F portfolio, value $7,417,566.

    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 74,506 shares
    Change vs previous 13F +12,607 shares

    1.99% of the 13F portfolio, value $7,105,647.

    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 61,899 shares
    Change vs previous 13F +43,174 shares

    1.67% of the 13F portfolio, value $5,722,563.

    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 18,725 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $639,084.

    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).