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Rothschild Wealth LLC: QFLR position timeline

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

Rothschild Wealth LLC held 54,927 QFLR 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 54,927 shares
    Change vs previous 13F -1,396 shares

    0.16% of the 13F portfolio, value $2,003,748.

    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 56,323 shares
    Change vs previous 13F -2,641 shares

    0.17% of the 13F portfolio, value $1,875,553.

    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 58,964 shares
    Change vs previous 13F +18,074 shares

    0.19% of the 13F portfolio, value $2,021,291.

    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 40,890 shares
    Change vs previous 13F -6,115 shares

    0.3% of the 13F portfolio, value $1,355,513.

    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 47,005 shares
    Change vs previous 13F +8,145 shares

    0.34% of the 13F portfolio, value $1,402,638.

    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 38,860 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,049,609.

    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).