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Disclosery

Rothschild Wealth LLC: IJR position timeline

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

Rothschild Wealth LLC held 32,600 IJR 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 32,600 shares
    Change vs previous 13F -1,102 shares

    0.39% of the 13F portfolio, value $4,834,873.

    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 33,702 shares
    Change vs previous 13F +3,963 shares

    0.38% of the 13F portfolio, value $4,189,549.

    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 29,739 shares
    Change vs previous 13F +6,853 shares

    0.34% of the 13F portfolio, value $3,573,981.

    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 22,886 shares
    Change vs previous 13F +352 shares

    0.59% of the 13F portfolio, value $2,719,567.

    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 22,534 shares
    Change vs previous 13F +6,955 shares

    0.6% of the 13F portfolio, value $2,462,753.

    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 15,579 shares
    Change vs previous 13F -1,365 shares

    0.46% of the 13F portfolio, value $1,629,045.

    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 16,944 shares
    Change vs previous 13F -59,164 shares

    0.57% of the 13F portfolio, value $1,952,308.

    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 76,108 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,369,332.

    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).