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Disclosery

Rothschild Wealth LLC: SPY position timeline

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

Rothschild Wealth LLC held 37,408 SPY 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 37,408 shares
    Change vs previous 13F -3,702 shares

    2.23% of the 13F portfolio, value $27,935,111.

    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 41,110 shares
    Change vs previous 13F +1,122 shares

    2.36% of the 13F portfolio, value $26,156,006.

    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 39,988 shares
    Change vs previous 13F +21,750 shares

    2.62% of the 13F portfolio, value $27,268,801.

    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 18,238 shares
    Change vs previous 13F -819 shares

    2.65% of the 13F portfolio, value $12,149,632.

    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 19,057 shares
    Change vs previous 13F -207 shares

    2.89% of the 13F portfolio, value $11,774,431.

    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 19,264 shares
    Change vs previous 13F -423 shares

    3.02% of the 13F portfolio, value $10,775,811.

    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 19,687 shares
    Change vs previous 13F +15,899 shares

    3.37% of the 13F portfolio, value $11,538,082.

    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 3,788 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $345,880.

    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).