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Disclosery

Rothschild Wealth LLC: OEF position timeline

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

Rothschild Wealth LLC held 4,459 OEF 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 4,459 shares
    Change vs previous 13F -38,708 shares

    0.13% of the 13F portfolio, value $1,631,271.

    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 43,167 shares
    Change vs previous 13F +4,483 shares

    1.24% of the 13F portfolio, value $13,730,096.

    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 38,684 shares
    Change vs previous 13F +16,837 shares

    1.27% of the 13F portfolio, value $13,267,563.

    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 21,847 shares
    Change vs previous 13F +1,877 shares

    1.58% of the 13F portfolio, value $7,271,555.

    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 19,970 shares
    Change vs previous 13F +8,544 shares

    1.49% of the 13F portfolio, value $6,077,870.

    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 11,426 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,094,504.

    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).