Rothschild Wealth LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on IJH, newest first. How the timeline and the estimate are built.
Rothschild Wealth LLC held 96,555 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 96,555 sharesChange vs previous 13F -11,019 shares
0.59% of the 13F portfolio, value $7,445,373.
13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 107,574 sharesChange vs previous 13F +2,149 shares
0.66% of the 13F portfolio, value $7,264,487.
13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 105,425 sharesChange vs previous 13F +80,414 shares
0.67% of the 13F portfolio, value $6,958,009.
13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,011 sharesChange vs previous 13F -1,135 shares
0.36% of the 13F portfolio, value $1,632,189.
13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,146 sharesChange vs previous 13F -194 shares
0.4% of the 13F portfolio, value $1,621,575.
13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,340 sharesChange vs previous 13F +419 shares
0.43% of the 13F portfolio, value $1,536,939.
13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,921 sharesChange vs previous 13F -49,729 shares
0.47% of the 13F portfolio, value $1,615,138.
13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 75,650 sharesChange vs previous 13F not available
1.76% of the 13F portfolio, value $5,904,483.
13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).