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Disclosery

Rothschild Wealth LLC: QQQ position timeline

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

Rothschild Wealth LLC held 10,723 QQQ 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 10,723 shares
    Change vs previous 13F +124 shares

    0.63% of the 13F portfolio, value $7,895,959.

    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 10,599 shares
    Change vs previous 13F +1,051 shares

    0.55% of the 13F portfolio, value $6,117,100.

    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 9,548 shares
    Change vs previous 13F +1,561 shares

    0.56% of the 13F portfolio, value $5,865,255.

    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 7,987 shares
    Change vs previous 13F +204 shares

    1.04% of the 13F portfolio, value $4,795,257.

    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 7,783 shares
    Change vs previous 13F +513 shares

    1.05% of the 13F portfolio, value $4,293,446.

    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 7,270 shares
    Change vs previous 13F +802 shares

    0.96% of the 13F portfolio, value $3,409,240.

    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 6,468 shares
    Change vs previous 13F +970 shares

    0.97% of the 13F portfolio, value $3,306,844.

    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 5,498 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $693,738.

    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).