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Disclosery

RKL Wealth Management LLC: ICE position timeline

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

RKL Wealth Management LLC held 19,328 ICE 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 19,328 shares
    Change vs previous 13F -645 shares

    0.19% of the 13F portfolio, value $2,379,409.

    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 19,973 shares
    Change vs previous 13F -940 shares

    0.28% of the 13F portfolio, value $3,141,405.

    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 20,913 shares
    Change vs previous 13F +1,920 shares

    0.28% of the 13F portfolio, value $3,387,143.

    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 18,993 shares
    Change vs previous 13F -698 shares

    0.27% of the 13F portfolio, value $3,200,005.

    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 19,691 shares
    Change vs previous 13F -772 shares

    0.32% of the 13F portfolio, value $3,612,776.

    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 20,463 shares
    Change vs previous 13F -10 shares

    0.33% of the 13F portfolio, value $3,529,948.

    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 20,473 shares
    Change vs previous 13F +491 shares

    0.27% of the 13F portfolio, value $3,050,609.

    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 19,982 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,209,841.

    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).