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Rothschild Wealth LLC: VCSH position timeline

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

Rothschild Wealth LLC held 418,175 VCSH 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 418,175 shares
    Change vs previous 13F -3,639 shares

    2.64% of the 13F portfolio, value $33,048,364.

    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 421,814 shares
    Change vs previous 13F +20,256 shares

    3.02% of the 13F portfolio, value $33,437,164.

    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 401,558 shares
    Change vs previous 13F +395,395 shares

    3.08% of the 13F portfolio, value $32,016,192.

    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 6,163 shares
    Change vs previous 13F -27 shares

    0.11% of the 13F portfolio, value $492,609.

    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 6,190 shares
    Change vs previous 13F +1,666 shares

    0.12% of the 13F portfolio, value $492,105.

    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 4,524 shares
    Change vs previous 13F -101 shares

    0.1% of the 13F portfolio, value $357,125.

    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 4,625 shares
    Change vs previous 13F -4,714 shares

    0.11% of the 13F portfolio, value $360,796.

    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 9,339 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $741,703.

    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).