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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

  1. period ended2026-06-30
    13F 6,454 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 6,682 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 6,697 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 6,663 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 8,738 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,388 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 9,653 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 9,642 shares
    Change 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), ingested

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