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Disclosery

Rothschild Wealth LLC: TIP position timeline

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

Rothschild Wealth LLC held 39,009 TIP 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 39,009 shares
    Change vs previous 13F +1,679 shares

    0.34% of the 13F portfolio, value $4,268,727.

    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 37,330 shares
    Change vs previous 13F +3,223 shares

    0.37% of the 13F portfolio, value $4,119,703.

    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 34,107 shares
    Change vs previous 13F +4,166 shares

    0.36% of the 13F portfolio, value $3,748,665.

    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 29,941 shares
    Change vs previous 13F -5,122 shares

    0.73% of the 13F portfolio, value $3,330,014.

    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 35,063 shares
    Change vs previous 13F +342 shares

    0.95% of the 13F portfolio, value $3,858,343.

    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 34,721 shares
    Change vs previous 13F +5,119 shares

    1.08% of the 13F portfolio, value $3,857,156.

    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 29,602 shares
    Change vs previous 13F -81,423 shares

    0.92% of the 13F portfolio, value $3,154,093.

    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 111,025 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,166,124.

    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).