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Disclosery

Rothschild Wealth LLC: IVW position timeline

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

Rothschild Wealth LLC held 163,186 IVW 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 163,186 shares
    Change vs previous 13F +4,175 shares

    1.79% of the 13F portfolio, value $22,442,934.

    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 159,011 shares
    Change vs previous 13F +13,320 shares

    1.63% of the 13F portfolio, value $17,985,718.

    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 145,691 shares
    Change vs previous 13F +12,228 shares

    1.73% of the 13F portfolio, value $17,957,905.

    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 133,463 shares
    Change vs previous 13F +5,941 shares

    3.51% of the 13F portfolio, value $16,111,690.

    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 127,522 shares
    Change vs previous 13F -22,360 shares

    3.44% of the 13F portfolio, value $14,040,172.

    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 149,882 shares
    Change vs previous 13F +13,008 shares

    3.9% of the 13F portfolio, value $13,913,546.

    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 136,874 shares
    Change vs previous 13F +134,894 shares

    4.06% of the 13F portfolio, value $13,896,817.

    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 1,980 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $215,087.

    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).