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Disclosery

Rothschild Wealth LLC: VMBS position timeline

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

Rothschild Wealth LLC held 23,233 VMBS 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 23,233 shares
    Change vs previous 13F -4,673 shares

    0.09% of the 13F portfolio, value $1,087,555.

    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 27,906 shares
    Change vs previous 13F -988 shares

    0.12% of the 13F portfolio, value $1,310,187.

    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 28,894 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $1,360,330.

    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 28,866 shares
    Change vs previous 13F +3,380 shares

    0.3% of the 13F portfolio, value $1,355,547.

    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 25,486 shares
    Change vs previous 13F -2,051 shares

    0.29% of the 13F portfolio, value $1,181,021.

    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 27,537 shares
    Change vs previous 13F -2,355 shares

    0.36% of the 13F portfolio, value $1,275,238.

    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 29,892 shares
    Change vs previous 13F -6,166 shares

    0.4% of the 13F portfolio, value $1,355,303.

    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 36,058 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,702,298.

    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).