ROTHSCHILD INVESTMENT LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,675,430
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 3,636 | 2,675,430 | 13F-HR | ROTHSCHILD INVESTMENT LLC |
| 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 | 2.111 M | 78.9% | 683.7 K | 0 | 683.7 K |
| ETFs | 564.6 K | 21.1% | 78.34 K | 0 | 78.34 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
2,675,430
Holdings
3636
QoQ value change ($000)
762,060
(39.8%)
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.