Rothschild Wealth LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on META, newest first. How the timeline and the estimate are built.
Rothschild Wealth LLC held 6,122 META shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,122 sharesChange vs previous 13F +594 shares
0.28% of the 13F portfolio, value $3,448,302.
13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,528 sharesChange vs previous 13F +2,092 shares
0.29% of the 13F portfolio, value $3,163,027.
13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 3,436 sharesChange vs previous 13F +1,113 shares
0.22% of the 13F portfolio, value $2,268,074.
13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,323 sharesChange vs previous 13F +383 shares
0.37% of the 13F portfolio, value $1,705,852.
13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,940 sharesChange vs previous 13F +161 shares
0.35% of the 13F portfolio, value $1,432,000.
13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,779 sharesChange vs previous 13F +8 shares
0.29% of the 13F portfolio, value $1,025,415.
13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,771 sharesChange vs previous 13F -82,094 shares
0.3% of the 13F portfolio, value $1,036,997.
13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 83,865 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $2,667,748.
13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).