Position in III
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$141,030
+$3,524 QoQ
Shares Held
34,314
-4.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 136 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in III Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Rothschild Wealth LLC holds $2,452,824 across 4 Information Technology Services names. III ranks #4 (5.7% of the industry book) .
All Filings in III
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,030 | 34,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $137,506 | 35,809 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $921,563 | 159,440 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||