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Disclosery

Rothschild Wealth LLC: RFLR position timeline

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

Rothschild Wealth LLC held 38,536 RFLR 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 38,536 shares
    Change vs previous 13F +3,453 shares

    0.1% of the 13F portfolio, value $1,263,266.

    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 35,083 shares
    Change vs previous 13F +980 shares

    0.09% of the 13F portfolio, value $1,018,727.

    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 34,103 shares
    Change vs previous 13F +17,039 shares

    0.09% of the 13F portfolio, value $970,570.

    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 17,064 shares
    Change vs previous 13F +392 shares

    0.1% of the 13F portfolio, value $473,314.

    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 16,672 shares
    Change vs previous 13F +7,906 shares

    0.1% of the 13F portfolio, value $420,134.

    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 8,766 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $209,567.

    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).