RKL Wealth Management LLC: DE position timeline

RKL Wealth Management LLC held 1,869 DE 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 1,869 shares

   Change vs previous 13F +631 shares

   0.09% of the 13F portfolio, value $1,185,514.

   13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,238 shares

   Change vs previous 13F +39 shares

   0.06% of the 13F portfolio, value $697,435.

   13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,199 shares

   Change vs previous 13F +13 shares

   0.05% of the 13F portfolio, value $558,148.

   13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,186 shares

   Change vs previous 13F +55 shares

   0.05% of the 13F portfolio, value $542,494.

   13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,131 shares

   Change vs previous 13F -74 shares

   0.05% of the 13F portfolio, value $575,212.

   13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,205 shares

   Change vs previous 13F -115 shares

   0.05% of the 13F portfolio, value $565,478.

   13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,320 shares

   Change vs previous 13F -26 shares

   0.05% of the 13F portfolio, value $559,419.

   13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,346 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $561,615.

   13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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