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Disclosery

Rothschild Wealth LLC: IYY position timeline

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

Rothschild Wealth LLC held 71,806 IYY 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 71,806 shares
    Change vs previous 13F -3,949 shares

    1.05% of the 13F portfolio, value $13,088,839.

    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 75,755 shares
    Change vs previous 13F -2,372 shares

    1.08% of the 13F portfolio, value $12,003,359.

    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 78,127 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $12,954,249.

    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).