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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

  1. period ended2026-06-30
    13F 96,555 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,574 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 105,425 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,011 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,146 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,340 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,921 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,650 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).