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RKL Wealth Management LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on AAPL, newest first. How the timeline and the estimate are built.

RKL Wealth Management LLC held 119,147 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,147 shares
    Change vs previous 13F -734 shares

    2.75% of the 13F portfolio, value $34,476,492.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,881 shares
    Change vs previous 13F -5,763 shares

    2.74% of the 13F portfolio, value $30,424,541.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,644 shares
    Change vs previous 13F +676 shares

    2.8% of the 13F portfolio, value $34,157,571.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124,968 shares
    Change vs previous 13F -6,617 shares

    2.71% of the 13F portfolio, value $31,820,639.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 131,585 shares
    Change vs previous 13F -2,427 shares

    2.37% of the 13F portfolio, value $26,997,323.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 134,012 shares
    Change vs previous 13F +6,040 shares

    2.81% of the 13F portfolio, value $29,768,062.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,972 shares
    Change vs previous 13F +15,446 shares

    2.85% of the 13F portfolio, value $32,046,627.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,526 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $26,218,576.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).