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Disclosery

Rothschild Wealth LLC: SPHQ position timeline

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

Rothschild Wealth LLC held 56,857 SPHQ 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 56,857 shares
    Change vs previous 13F -1,419 shares

    0.41% of the 13F portfolio, value $5,122,796.

    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 58,276 shares
    Change vs previous 13F -185 shares

    0.4% of the 13F portfolio, value $4,381,756.

    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 58,461 shares
    Change vs previous 13F +47,992 shares

    0.42% of the 13F portfolio, value $4,387,479.

    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 10,469 shares
    Change vs previous 13F +21 shares

    0.17% of the 13F portfolio, value $767,255.

    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 10,448 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $744,524.

    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).