Skip to content
Disclosery

Rothschild Wealth LLC: SPSM position timeline

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

Rothschild Wealth LLC held 33,491 SPSM 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 33,491 shares
    Change vs previous 13F -11,860 shares

    0.15% of the 13F portfolio, value $1,931,440.

    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 45,351 shares
    Change vs previous 13F -1,547 shares

    0.2% of the 13F portfolio, value $2,191,360.

    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 46,898 shares
    Change vs previous 13F +2,818 shares

    0.21% of the 13F portfolio, value $2,197,640.

    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 44,080 shares
    Change vs previous 13F +1,396 shares

    0.44% of the 13F portfolio, value $2,041,786.

    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 42,684 shares
    Change vs previous 13F -9,361 shares

    0.45% of the 13F portfolio, value $1,818,338.

    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 52,045 shares
    Change vs previous 13F +13,557 shares

    0.55% of the 13F portfolio, value $1,965,518.

    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 38,488 shares
    Change vs previous 13F +21,425 shares

    0.43% of the 13F portfolio, value $1,464,644.

    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 17,063 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $776,537.

    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).