Skip to content
Disclosery

RKL Wealth Management LLC: IBM position timeline

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

RKL Wealth Management LLC held 13,883 IBM 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 13,883 shares
    Change vs previous 13F +175 shares

    0.31% of the 13F portfolio, value $3,904,104.

    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 13,708 shares
    Change vs previous 13F -527 shares

    0.3% of the 13F portfolio, value $3,322,698.

    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 14,235 shares
    Change vs previous 13F +588 shares

    0.35% of the 13F portfolio, value $4,216,570.

    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 13,647 shares
    Change vs previous 13F -381 shares

    0.33% of the 13F portfolio, value $3,850,725.

    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 14,028 shares
    Change vs previous 13F -3 shares

    0.36% of the 13F portfolio, value $4,135,131.

    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 14,031 shares
    Change vs previous 13F +210 shares

    0.33% of the 13F portfolio, value $3,488,902.

    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 13,821 shares
    Change vs previous 13F +3,686 shares

    0.27% of the 13F portfolio, value $3,038,203.

    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 10,135 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,240,558.

    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).