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Disclosery

RKL Wealth Management LLC: HD position timeline

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

RKL Wealth Management LLC held 6,805 HD 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 6,805 shares
    Change vs previous 13F +234 shares

    0.19% of the 13F portfolio, value $2,399,986.

    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 6,571 shares
    Change vs previous 13F -274 shares

    0.19% of the 13F portfolio, value $2,161,021.

    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 6,845 shares
    Change vs previous 13F +942 shares

    0.19% of the 13F portfolio, value $2,355,471.

    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 5,903 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $2,391,937.

    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 5,968 shares
    Change vs previous 13F +108 shares

    0.19% of the 13F portfolio, value $2,188,191.

    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 5,860 shares
    Change vs previous 13F +108 shares

    0.2% of the 13F portfolio, value $2,147,489.

    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 5,752 shares
    Change vs previous 13F +99 shares

    0.2% of the 13F portfolio, value $2,237,544.

    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 5,653 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,290,530.

    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).