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Rothschild Investment LLC’s Smartbird Inc BIRD Stock Holding History

Rothschild Investment LLC’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80 Hold
20
– – ﹤0.01% 3534
2026
Q1 		$60 Hold
20
– – ﹤0.01% 3444
2025
Q4 		$82 Hold
20
– – ﹤0.01% 3231
2025
Q3 		$113 Hold
20
– – ﹤0.01% 3056
2025
Q2 		$213 Hold
20
– – ﹤0.01% 2927
2025
Q1 		$129 Hold
20
– – ﹤0.01% 2927
2024
Q4 		$139 Hold
20
– – ﹤0.01% 2857
2024
Q3 		$236 Hold
20
– – ﹤0.01% 2676
2024
Q2 		$200 Hold
20
– – ﹤0.01% 2488
2024
Q1 		$278 Hold
20
– – ﹤0.01% 1596
2023
Q4 		$490 Buy
+20
New +$395 ﹤0.01% 1232

Other funds holding BIRD

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Rothschild Investment LLC's BIRD Position: Q2 2026 in Review

Rothschild Investment LLC held its Smartbird Inc (BIRD) position steady in Q2 2026 at 20 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Rothschild Investment LLC first reported a position in BIRD in Q4 2023 and has held it in 11 quarters since. The position peaked at $490 in Q4 2023. 13 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Rothschild Investment LLC held 20 shares of Smartbird Inc worth $80 as of Q2 2026.
  • Rothschild Investment LLC left its Smartbird Inc share count unchanged in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3534 holding.
  • Rothschild Investment LLC first reported a position in Smartbird Inc in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Smartbird Inc position peaked at $490 in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.