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Disclosery

Rothschild Wealth LLC: SFLR position timeline

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

Rothschild Wealth LLC held 432,556 SFLR 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 432,556 shares
    Change vs previous 13F +59,819 shares

    1.33% of the 13F portfolio, value $16,687,993.

    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 372,737 shares
    Change vs previous 13F +2,044 shares

    1.19% of the 13F portfolio, value $13,198,631.

    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 370,693 shares
    Change vs previous 13F +95,924 shares

    1.31% of the 13F portfolio, value $13,663,754.

    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 274,769 shares
    Change vs previous 13F +34,810 shares

    2.16% of the 13F portfolio, value $9,899,924.

    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 239,959 shares
    Change vs previous 13F -10,238 shares

    1.98% of the 13F portfolio, value $8,055,411.

    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 250,197 shares
    Change vs previous 13F +100,524 shares

    2.2% of the 13F portfolio, value $7,853,670.

    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 149,673 shares
    Change vs previous 13F +137,270 shares

    1.43% of the 13F portfolio, value $4,886,838.

    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 12,403 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $486,305.

    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).