Rothschild Wealth LLC: MLI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on MLI, newest first. How the timeline and the estimate are built.
Rothschild Wealth LLC held 4,195 MLI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,195 sharesChange vs previous 13F +74 shares
0.04% of the 13F portfolio, value $515,691.
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 4,121 sharesChange vs previous 13F +1,000 shares
0.04% of the 13F portfolio, value $456,607.
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 3,121 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $358,291.
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).