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Disclosery

RKL Wealth Management LLC: BX position timeline

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

RKL Wealth Management LLC held 25,272 BX 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 25,272 shares
    Change vs previous 13F -527 shares

    0.24% of the 13F portfolio, value $2,973,777.

    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 25,799 shares
    Change vs previous 13F -991 shares

    0.27% of the 13F portfolio, value $2,966,620.

    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 26,790 shares
    Change vs previous 13F +1,244 shares

    0.34% of the 13F portfolio, value $4,129,383.

    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 25,546 shares
    Change vs previous 13F -2,446 shares

    0.37% of the 13F portfolio, value $4,364,595.

    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 27,992 shares
    Change vs previous 13F -1,092 shares

    0.37% of the 13F portfolio, value $4,187,109.

    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 29,084 shares
    Change vs previous 13F +548 shares

    0.38% of the 13F portfolio, value $4,065,332.

    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 28,536 shares
    Change vs previous 13F -46 shares

    0.44% of the 13F portfolio, value $4,920,165.

    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 28,582 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,376,789.

    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).