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Disclosery

Rothschild Wealth LLC: VCRB position timeline

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

Rothschild Wealth LLC held 27,336 VCRB 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 27,336 shares
    Change vs previous 13F -580 shares

    0.17% of the 13F portfolio, value $2,111,219.

    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 27,916 shares
    Change vs previous 13F -2,355 shares

    0.2% of the 13F portfolio, value $2,160,140.

    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 30,271 shares
    Change vs previous 13F +1,177 shares

    0.23% of the 13F portfolio, value $2,357,960.

    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 29,094 shares
    Change vs previous 13F +4,690 shares

    0.5% of the 13F portfolio, value $2,281,261.

    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 24,404 shares
    Change vs previous 13F -505 shares

    0.46% of the 13F portfolio, value $1,893,262.

    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 24,909 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,928,704.

    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).