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Rothschild Wealth LLC: LQD position timeline

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

Rothschild Wealth LLC held 115,202 LQD 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 115,202 shares
    Change vs previous 13F +6,064 shares

    1% of the 13F portfolio, value $12,565,038.

    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 109,138 shares
    Change vs previous 13F +19,946 shares

    1.08% of the 13F portfolio, value $11,894,998.

    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 89,192 shares
    Change vs previous 13F +14,675 shares

    0.94% of the 13F portfolio, value $9,828,077.

    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 74,517 shares
    Change vs previous 13F +3,177 shares

    1.81% of the 13F portfolio, value $8,306,464.

    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 71,340 shares
    Change vs previous 13F +2,380 shares

    1.92% of the 13F portfolio, value $7,819,576.

    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 68,960 shares
    Change vs previous 13F +9,901 shares

    2.1% of the 13F portfolio, value $7,495,280.

    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 59,059 shares
    Change vs previous 13F +9,702 shares

    1.85% of the 13F portfolio, value $6,309,864.

    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 49,357 shares
    Change vs previous 13F not available

    8.5% of the 13F portfolio, value $28,470,340.

    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).