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Disclosery

Rothschild Wealth LLC: SHY position timeline

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

Rothschild Wealth LLC held 55,387 SHY 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 55,387 shares
    Change vs previous 13F +612 shares

    0.36% of the 13F portfolio, value $4,547,827.

    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 54,775 shares
    Change vs previous 13F +16,175 shares

    0.41% of the 13F portfolio, value $4,522,772.

    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 38,600 shares
    Change vs previous 13F -2,278 shares

    0.31% of the 13F portfolio, value $3,196,852.

    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 40,878 shares
    Change vs previous 13F +1,554 shares

    0.74% of the 13F portfolio, value $3,391,239.

    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 39,324 shares
    Change vs previous 13F -1,679 shares

    0.8% of the 13F portfolio, value $3,258,387.

    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 41,003 shares
    Change vs previous 13F -5,720 shares

    0.95% of the 13F portfolio, value $3,392,178.

    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 46,723 shares
    Change vs previous 13F +27,497 shares

    1.12% of the 13F portfolio, value $3,830,352.

    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 19,226 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $450,850.

    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).