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Disclosery

RKL Wealth Management LLC: ADP position timeline

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

RKL Wealth Management LLC held 4,452 ADP 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 4,452 shares
    Change vs previous 13F -891 shares

    0.08% of the 13F portfolio, value $997,133.

    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 5,343 shares
    Change vs previous 13F -451 shares

    0.1% of the 13F portfolio, value $1,085,540.

    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 5,794 shares
    Change vs previous 13F -47 shares

    0.12% of the 13F portfolio, value $1,490,353.

    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 5,841 shares
    Change vs previous 13F -1,497 shares

    0.15% of the 13F portfolio, value $1,714,457.

    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 7,338 shares
    Change vs previous 13F -496 shares

    0.2% of the 13F portfolio, value $2,262,913.

    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 7,834 shares
    Change vs previous 13F -165 shares

    0.23% of the 13F portfolio, value $2,393,441.

    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 7,999 shares
    Change vs previous 13F -147 shares

    0.21% of the 13F portfolio, value $2,341,592.

    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 8,146 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,254,374.

    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).