Rothschild Wealth LLC: USIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rothschild Wealth LLC on USIO, newest first. How the timeline and the estimate are built.
Rothschild Wealth LLC held 79,700 USIO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 79,700 sharesChange vs previous 13F -6,000 shares
0.02% of the 13F portfolio, value $197,656.
13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,700 sharesChange vs previous 13F -328,000 shares
0.01% of the 13F portfolio, value $97,698.
13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 413,700 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $562,632.
13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).