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Disclosery

RKL Wealth Management LLC: IJH position timeline

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

RKL Wealth Management LLC held 1,112,664 IJH 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 1,112,664 shares
    Change vs previous 13F -4,835 shares

    6.84% of the 13F portfolio, value $85,797,535.

    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 1,117,499 shares
    Change vs previous 13F -118,150 shares

    6.79% of the 13F portfolio, value $75,464,718.

    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 1,235,649 shares
    Change vs previous 13F -5,899 shares

    6.69% of the 13F portfolio, value $81,552,837.

    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 1,241,548 shares
    Change vs previous 13F -12,159 shares

    6.91% of the 13F portfolio, value $81,023,419.

    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 1,253,707 shares
    Change vs previous 13F +10,777 shares

    6.83% of the 13F portfolio, value $77,754,904.

    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 1,242,930 shares
    Change vs previous 13F +82,081 shares

    6.83% of the 13F portfolio, value $72,524,951.

    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 1,160,849 shares
    Change vs previous 13F +30,756 shares

    6.44% of the 13F portfolio, value $72,332,476.

    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 1,130,093 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $70,427,402.

    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).