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Disclosery

Rothschild Wealth LLC: XT position timeline

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

Rothschild Wealth LLC held 18,717 XT 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 18,717 shares
    Change vs previous 13F -516 shares

    0.12% of the 13F portfolio, value $1,546,560.

    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 19,233 shares
    Change vs previous 13F +72 shares

    0.12% of the 13F portfolio, value $1,310,730.

    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 19,161 shares
    Change vs previous 13F -5,747 shares

    0.13% of the 13F portfolio, value $1,336,303.

    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 24,908 shares
    Change vs previous 13F -1,285 shares

    0.39% of the 13F portfolio, value $1,791,912.

    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 26,193 shares
    Change vs previous 13F -2,155 shares

    0.42% of the 13F portfolio, value $1,709,108.

    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 28,348 shares
    Change vs previous 13F -9,543 shares

    0.46% of the 13F portfolio, value $1,631,721.

    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 37,891 shares
    Change vs previous 13F +22,304 shares

    0.66% of the 13F portfolio, value $2,260,585.

    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 15,587 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $912,307.

    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).