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Disclosery

Rothschild Wealth LLC: SPYG position timeline

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

Rothschild Wealth LLC held 31,215 SPYG 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 31,215 shares
    Change vs previous 13F -4,097 shares

    0.3% of the 13F portfolio, value $3,714,273.

    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 35,312 shares
    Change vs previous 13F -8,931 shares

    0.31% of the 13F portfolio, value $3,457,438.

    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 44,243 shares
    Change vs previous 13F +35,403 shares

    0.45% of the 13F portfolio, value $4,720,771.

    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 8,840 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $923,868.

    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 8,840 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $842,629.

    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).