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Disclosery

Rothschild Wealth LLC: IUSB position timeline

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

Rothschild Wealth LLC held 234,225 IUSB 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 234,225 shares
    Change vs previous 13F +80,021 shares

    0.86% of the 13F portfolio, value $10,809,468.

    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 154,204 shares
    Change vs previous 13F +10,697 shares

    0.64% of the 13F portfolio, value $7,122,682.

    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 143,507 shares
    Change vs previous 13F -41,919 shares

    0.64% of the 13F portfolio, value $6,678,827.

    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 185,426 shares
    Change vs previous 13F +5,127 shares

    1.89% of the 13F portfolio, value $8,661,260.

    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 180,299 shares
    Change vs previous 13F -17,152 shares

    2.05% of the 13F portfolio, value $8,335,234.

    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 197,451 shares
    Change vs previous 13F -85,718 shares

    2.55% of the 13F portfolio, value $9,098,554.

    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 283,169 shares
    Change vs previous 13F +272,139 shares

    3.74% of the 13F portfolio, value $12,799,250.

    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 11,030 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $512,564.

    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).