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RKL Wealth Management LLC: IEFA position timeline

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

RKL Wealth Management LLC held 1,210,097 IEFA 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 1,210,097 shares
    Change vs previous 13F +19,123 shares

    9.32% of the 13F portfolio, value $116,871,199.

    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 1,190,974 shares
    Change vs previous 13F -69,812 shares

    9.7% of the 13F portfolio, value $107,818,874.

    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 1,260,786 shares
    Change vs previous 13F +72,562 shares

    9.26% of the 13F portfolio, value $112,789,955.

    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 1,188,224 shares
    Change vs previous 13F -14,723 shares

    8.84% of the 13F portfolio, value $103,743,801.

    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 1,202,947 shares
    Change vs previous 13F +51,744 shares

    8.83% of the 13F portfolio, value $100,421,977.

    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 1,151,203 shares
    Change vs previous 13F +37,439 shares

    8.21% of the 13F portfolio, value $87,088,538.

    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 1,113,764 shares
    Change vs previous 13F +35,838 shares

    6.97% of the 13F portfolio, value $78,275,328.

    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 1,077,926 shares
    Change vs previous 13F not available

    7.61% of the 13F portfolio, value $84,132,123.

    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).