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Disclosery

Rothschild Wealth LLC: JULT position timeline

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

Rothschild Wealth LLC held 54,354 JULT 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 54,354 shares
    Change vs previous 13F +8,850 shares

    0.21% of the 13F portfolio, value $2,596,763.

    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 45,504 shares
    Change vs previous 13F +2,306 shares

    0.18% of the 13F portfolio, value $2,000,319.

    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 43,198 shares
    Change vs previous 13F +14,020 shares

    0.19% of the 13F portfolio, value $1,938,588.

    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 29,178 shares
    Change vs previous 13F +8,138 shares

    0.28% of the 13F portfolio, value $1,280,150.

    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 21,040 shares
    Change vs previous 13F +4,431 shares

    0.22% of the 13F portfolio, value $878,420.

    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 16,609 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $635,329.

    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 16,609 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $655,348.

    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 16,609 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $642,602.

    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).