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Disclosery

Rothschild Wealth LLC: MBB position timeline

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

Rothschild Wealth LLC held 142,589 MBB 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 142,589 shares
    Change vs previous 13F +14,470 shares

    1.08% of the 13F portfolio, value $13,477,500.

    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 128,119 shares
    Change vs previous 13F +10,336 shares

    1.1% of the 13F portfolio, value $12,164,909.

    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 117,783 shares
    Change vs previous 13F +11,852 shares

    1.08% of the 13F portfolio, value $11,215,338.

    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 105,931 shares
    Change vs previous 13F +5,821 shares

    2.2% of the 13F portfolio, value $10,079,317.

    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 100,110 shares
    Change vs previous 13F +3,640 shares

    2.31% of the 13F portfolio, value $9,399,372.

    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 96,470 shares
    Change vs previous 13F +4,747 shares

    2.54% of the 13F portfolio, value $9,046,945.

    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 91,723 shares
    Change vs previous 13F +89,666 shares

    2.46% of the 13F portfolio, value $8,409,177.

    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 2,057 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $454,371.

    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).