Rothschild Investment LLC’s Couchbase BASE Stock Holding History

Rothschild Investment LLC’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-115	Closed	-$2.8K	–	3152
2025 Q2	$2.8K	Buy	115 +35	+44%	+$636	﹤0.01%	1834
2025 Q1	$1.26K	Buy	80 +45	+129%	+$746	﹤0.01%	2204
2024 Q4	$546	Sell	35 -5	-13%	-$85	﹤0.01%	2499
2024 Q3	$645	Buy	40 +15	+60%	+$260	﹤0.01%	2396
2024 Q2	$457	Buy	25 +20	+400%	+$466	﹤0.01%	2075
2024 Q1	$132	Buy	+5	New	+$130	﹤0.01%	2010

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Rothschild Investment LLC's BASE Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Couchbase (BASE) in Q3 2025, closing a stake of 115 shares — an estimated $2.8K sold.

Rothschild Investment LLC first reported a position in BASE in Q1 2024 and held it in 6 quarters. The position peaked at $2.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Rothschild Investment LLC reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Rothschild Investment LLC sold 115 Couchbase shares in Q3 2025, an estimated $2.8K.
Rothschild Investment LLC first reported a position in Couchbase in Q1 2024 and held it in 6 quarters.
Rothschild Investment LLC's Couchbase position peaked at $2.8K in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.