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Disclosery

Rothschild Wealth LLC: OCTT position timeline

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

Rothschild Wealth LLC held 74,720 OCTT 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 74,720 shares
    Change vs previous 13F -37,800 shares

    0.28% of the 13F portfolio, value $3,482,012.

    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 112,520 shares
    Change vs previous 13F -16,732 shares

    0.43% of the 13F portfolio, value $4,761,925.

    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 129,252 shares
    Change vs previous 13F -29,106 shares

    0.54% of the 13F portfolio, value $5,624,323.

    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 158,358 shares
    Change vs previous 13F +10,459 shares

    1.47% of the 13F portfolio, value $6,748,426.

    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 147,899 shares
    Change vs previous 13F +13,202 shares

    1.46% of the 13F portfolio, value $5,936,666.

    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 134,697 shares
    Change vs previous 13F +17,470 shares

    1.41% of the 13F portfolio, value $5,013,382.

    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 117,227 shares
    Change vs previous 13F +88,299 shares

    1.31% of the 13F portfolio, value $4,480,006.

    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 28,928 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,118,356.

    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).