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Rothschild Wealth LLC: QUAL position timeline

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

Rothschild Wealth LLC held 9,555 QUAL 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 9,555 shares
    Change vs previous 13F -35,711 shares

    0.17% of the 13F portfolio, value $2,096,708.

    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 45,266 shares
    Change vs previous 13F +3,681 shares

    0.78% of the 13F portfolio, value $8,682,453.

    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 41,585 shares
    Change vs previous 13F -50,203 shares

    0.79% of the 13F portfolio, value $8,259,611.

    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 91,788 shares
    Change vs previous 13F +2,133 shares

    3.89% of the 13F portfolio, value $17,852,669.

    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 89,655 shares
    Change vs previous 13F +4,168 shares

    4.02% of the 13F portfolio, value $16,390,636.

    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 85,487 shares
    Change vs previous 13F +19,872 shares

    4.1% of the 13F portfolio, value $14,608,788.

    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 65,615 shares
    Change vs previous 13F +64,445 shares

    3.42% of the 13F portfolio, value $11,684,630.

    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 1,170 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $577,569.

    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).