Skip to content
Disclosery

Rothschild Wealth LLC: PEP position timeline

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

Rothschild Wealth LLC held 7,579 PEP 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 7,579 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $1,026,088.

    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 8,013 shares
    Change vs previous 13F -1,010 shares

    0.11% of the 13F portfolio, value $1,244,284.

    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 9,023 shares
    Change vs previous 13F +5,396 shares

    0.12% of the 13F portfolio, value $1,294,866.

    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 3,627 shares
    Change vs previous 13F +1,669 shares

    0.11% of the 13F portfolio, value $509,317.

    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 1,958 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $258,483.

    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 1,929 shares
    Change vs previous 13F +382 shares

    0.08% of the 13F portfolio, value $289,307.

    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 1,547 shares
    Change vs previous 13F -618 shares

    0.07% of the 13F portfolio, value $235,285.

    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 2,165 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $368,212.

    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).