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Disclosery

Rothschild Wealth LLC: OCTW position timeline

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

Rothschild Wealth LLC held 4,993 OCTW 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 4,993 shares
    Change vs previous 13F -779 shares

    0.02% of the 13F portfolio, value $204,264.

    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 5,772 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $222,049.

    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 5,772 shares
    Change vs previous 13F +5,772 shares

    0.02% of the 13F portfolio, value $225,108.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,675 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 5,675 shares
    Change vs previous 13F -3,263 shares

    0.06% of the 13F portfolio, value $201,785.

    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).

  6. period ended2024-09-30
    13F 8,938 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $337,699.

    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).