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Disclosery

RKL Wealth Management LLC: AGZ position timeline

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

RKL Wealth Management LLC held 74,091 AGZ 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 74,091 shares
    Change vs previous 13F -2,089 shares

    0.65% of the 13F portfolio, value $8,096,385.

    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 76,180 shares
    Change vs previous 13F -4,424 shares

    0.75% of the 13F portfolio, value $8,357,723.

    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 80,604 shares
    Change vs previous 13F +1,113 shares

    0.73% of the 13F portfolio, value $8,886,632.

    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 79,491 shares
    Change vs previous 13F +1,095 shares

    0.75% of the 13F portfolio, value $8,773,388.

    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 78,396 shares
    Change vs previous 13F -1,316 shares

    0.76% of the 13F portfolio, value $8,600,043.

    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 79,712 shares
    Change vs previous 13F -3,160 shares

    0.82% of the 13F portfolio, value $8,723,657.

    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 82,872 shares
    Change vs previous 13F -1,942 shares

    0.8% of the 13F portfolio, value $8,946,857.

    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 84,814 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,363,446.

    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).