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Disclosery

Rothschild Wealth LLC: OBDC position timeline

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

Rothschild Wealth LLC held 559,279 OBDC 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 559,279 shares
    Change vs previous 13F -11,441 shares

    0.49% of the 13F portfolio, value $6,079,362.

    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 570,720 shares
    Change vs previous 13F -16,793 shares

    0.57% of the 13F portfolio, value $6,312,158.

    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 587,513 shares
    Change vs previous 13F -31,323 shares

    0.7% of the 13F portfolio, value $7,302,786.

    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 618,836 shares
    Change vs previous 13F +6,984 shares

    1.72% of the 13F portfolio, value $7,902,539.

    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 611,852 shares
    Change vs previous 13F +50,985 shares

    2.15% of the 13F portfolio, value $8,773,959.

    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 560,867 shares
    Change vs previous 13F +27,336 shares

    2.31% of the 13F portfolio, value $8,222,307.

    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 533,531 shares
    Change vs previous 13F +36,646 shares

    2.36% of the 13F portfolio, value $8,066,987.

    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 496,885 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $7,239,608.

    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).