ROTHSCHILD INVESTMENT LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,913,370
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 3,605 | 1,913,370 | 13F-HR | ROTHSCHILD INVESTMENT LLC |
| Q4 2025 | 2/10/2026 | 3,428 | 1,817,904 | 13F-HR | ROTHSCHILD INVESTMENT LLC |
| Q3 2025 | 11/7/2025 | 3,135 | 1,772,201 | 13F-HR | ROTHSCHILD INVESTMENT LLC |
| Q2 2025 | 8/11/2025 | 3,016 | 1,595,792 | 13F-HR | ROTHSCHILD INVESTMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.427 M | 74.6% | 44.52 K | 0 | 44.52 K |
| ETFs | 486.3 K | 25.4% | 51.56 K | 0 | 51.56 K |
| Debt | 0 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
1,913,370
Holdings
3605
QoQ value change ($000)
95,466
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.