Current Market Value 6,727,115,523
Current Holdings 27
Most Recent File Date 2025-08-06
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rothschild & Co Wealth Management UK Ltd . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 27 6,727,116
2025-05-06 2025-03-31 13F-HR 27 5,941,699
2025-01-17 2024-12-31 13F-HR 31 5,694,699
2024-10-18 2024-09-30 13F-HR 32 6,294,957
2024-07-31 2024-06-30 13F-HR 33 5,870,526
2024-05-02 2024-03-31 13F-HR 33 6,031,260
2024-01-30 2023-12-31 13F-HR 33 6,095,450
2023-10-25 2023-09-30 13F-HR 33 5,678,007
2023-07-19 2023-06-30 13F-HR 32 5,548,895
2023-05-02 2023-03-31 13F-HR 31 5,025,963
2023-01-23 2022-12-31 13F-HR 30 4,507,263
2022-10-27 2022-09-30 13F-HR 29 4,128,315
2022-07-15 2022-06-30 13F-HR 43 4,426,283
2022-04-22 2022-03-31 13F-HR 32 5,545,278
2022-02-01 2021-12-31 13F-HR 32 6,022,387
2021-11-03 2021-09-30 13F-HR 40 5,897,894
2021-08-02 2021-06-30 13F-HR 43 5,866,581
2021-04-22 2021-03-31 13F-HR 43 5,582,751
2021-01-19 2020-12-31 13F-HR 42 5,163,420
2020-11-06 2020-09-30 13F-HR 42 4,770,632
2020-07-15 2020-06-30 13F-HR 45 4,373,067
2020-04-14 2020-03-31 13F-HR 41 3,732,478
2020-02-18 2019-12-31 13F-HR 41 4,487,803
2019-12-02 2019-09-30 13F-HR 41 4,014,180
2019-12-02 2019-06-30 13F-HR/A 1 N 40 4,001,309
2019-09-16 2019-06-30 13F-HR 46 1,393,437
2019-12-02 2019-03-31 13F-HR 38 3,567,349
2019-12-19 2018-12-31 13F-HR 38 2,898,194
2019-12-19 2018-09-30 13F-HR 40 2,993,620
2019-12-19 2018-06-30 13F-HR 54 3,010,076
2019-12-19 2018-03-31 13F-HR 39 2,802,958
2019-12-19 2017-12-31 13F-HR 42 2,763,979
2019-12-19 2017-09-30 13F-HR 44 2,582,390
2019-12-19 2017-06-30 13F-HR 43 2,371,691
2019-12-19 2017-03-31 13F-HR 45 2,134,745
2019-12-19 2016-12-31 13F-HR 38 1,797,004
2019-12-19 2016-09-30 13F-HR 39 1,438,391
2019-12-19 2016-06-30 13F-HR 41 1,388,109
2019-12-19 2016-03-31 13F-HR 41 1,523,619
2019-12-19 2015-12-31 13F-HR 58 1,450,980
2019-12-19 2015-09-30 13F-HR 40 1,309,739
2019-12-19 2015-06-30 13F-HR 62 985,413
2019-12-19 2015-03-31 13F-HR 77 958,126
2019-12-19 2014-12-31 13F-HR 65 938,427
2019-12-19 2014-09-30 13F-HR 61 811,554
2019-12-19 2014-06-30 13F-HR 74 941,139
2019-12-19 2014-03-31 13F-HR 67 810,133