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Disclosery

Rothschild Wealth LLC: MA position timeline

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

Rothschild Wealth LLC held 13,581 MA 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 13,581 shares
    Change vs previous 13F +354 shares

    0.56% of the 13F portfolio, value $6,975,374.

    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 13,227 shares
    Change vs previous 13F +693 shares

    0.6% of the 13F portfolio, value $6,609,044.

    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 12,534 shares
    Change vs previous 13F +11,141 shares

    0.69% of the 13F portfolio, value $7,155,205.

    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 1,393 shares
    Change vs previous 13F +111 shares

    0.17% of the 13F portfolio, value $792,373.

    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 1,282 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $720,205.

    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 1,297 shares
    Change vs previous 13F +81 shares

    0.2% of the 13F portfolio, value $710,715.

    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 1,216 shares
    Change vs previous 13F -15,225 shares

    0.19% of the 13F portfolio, value $640,120.

    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 16,441 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,115,541.

    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).