RKL Wealth Management LLC: DHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on DHI, newest first. How the timeline and the estimate are built.
RKL Wealth Management LLC held 6,454 DHI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,454 sharesChange vs previous 13F -228 shares
0.08% of the 13F portfolio, value $1,051,169.
13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,682 sharesChange vs previous 13F -15 shares
0.08% of the 13F portfolio, value $916,876.
13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,697 sharesChange vs previous 13F +34 shares
0.08% of the 13F portfolio, value $964,621.
13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,663 sharesChange vs previous 13F -2,075 shares
0.1% of the 13F portfolio, value $1,129,244.
13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,738 sharesChange vs previous 13F -650 shares
0.1% of the 13F portfolio, value $1,126,513.
13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,388 sharesChange vs previous 13F -265 shares
0.11% of the 13F portfolio, value $1,193,543.
13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,653 sharesChange vs previous 13F +11 shares
0.12% of the 13F portfolio, value $1,349,621.
13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,642 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,839,400.
13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).