Rothschild Investment Llc

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$1.6B
Signature - Title
Curtis Ellergodt - CFO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Rothschild Investment Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rothschild Investment Llc reported 3015 stock holdings with total value $1.6B as of Q2 2025. Top holdings included NVDA, AAPL, JPM, MSFT, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 3,015 $1.6B +$68.8M -$72.8M -$3.99M NVDA, AAPL, JPM, MSFT, BRKB 13F-HR 8/11/2025, 09:18 AM
Q1 2025 3,022 $1.49B +$70.1M -$63.2M +$6.88M AAPL, NVDA, JPM, BRKB, GOOGL 13F-HR 4/8/2025, 09:30 AM
Q4 2024 2,948 $1.53B +$54.8M -$45.5M +$9.33M AAPL, NVDA, JPM, GOOGL, BX 13F-HR 2/4/2025, 11:44 AM
Q3 2024 2,890 $1.53B +$65.7M -$49.7M +$15.9M AAPL, NVDA, JPM, BX, MSFT 13F-HR 10/18/2024, 09:31 AM
Q2 2024 2,805 $1.44B +$140M -$52.1M +$88M AAPL, NVDA, GOOGL, MSFT, JPM 13F-HR 7/30/2024, 05:51 PM
Q1 2024 2,266 $1.38B +$123M -$33.9M +$89.5M AAPL, NVDA, JPM, MSFT, BRKB 13F-HR 7/31/2024, 10:26 AM
Q4 2023 1,354 $1.19B $0 $0 AAPL, JPM, BX, MSFT, NVDA 13F-HR 7/31/2024, 10:23 AM