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Disclosery

Rothschild Wealth LLC: IVV position timeline

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

Rothschild Wealth LLC held 79,106 IVV 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 79,106 shares
    Change vs previous 13F +45,596 shares

    4.73% of the 13F portfolio, value $59,241,602.

    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 33,510 shares
    Change vs previous 13F +4,407 shares

    1.98% of the 13F portfolio, value $21,889,072.

    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 29,103 shares
    Change vs previous 13F +4,279 shares

    1.92% of the 13F portfolio, value $19,934,056.

    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 24,824 shares
    Change vs previous 13F +176 shares

    3.62% of the 13F portfolio, value $16,614,984.

    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 24,648 shares
    Change vs previous 13F -20,935 shares

    3.75% of the 13F portfolio, value $15,303,717.

    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 45,583 shares
    Change vs previous 13F -4,351 shares

    7.18% of the 13F portfolio, value $25,612,843.

    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 49,934 shares
    Change vs previous 13F -6,279 shares

    8.6% of the 13F portfolio, value $29,395,437.

    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 56,213 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,515,620.

    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).