Advertisement
Screener

Rothschild Wealth LLC Last Quarter Change: USA Other Stocks, Reduced

Rothschild Wealth LLC quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Rothschild Wealth LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was WELLGISTICS HEALTH INC (-$1,956); the largest decrease was WELLGISTICS HEALTH INC (-$1,956).

Two Form 13F-HR filings compared (SEC CIK 1811345): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
YCG, LLCUnited States$1.105B42
AWM CAPITAL, LLCUnited States$1.105B113
Bain Capital Life Sciences Investors, LLCUnited States$1.109B20
Conservest Capital Advisors, Inc.United States$1.103B127
JACKSON THORNTON WEALTH MANAGEMENT, LLCUnited States$1.111B555
RKL Wealth Management LLCUnited States$1.111B179
Emerald Investment Advisers, LLCUnited States$1.112B251
TD Capital Management LLCUnited States$1.112B853
Hilltop Holdings Inc.United States$1.112B987
Rockbridge Investment Management, LCCUnited States$1.113B137