RKL Wealth Management LLC: IJK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on IJK, newest first. How the timeline and the estimate are built.
RKL Wealth Management LLC held 9,352 IJK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 9,352 sharesChange vs previous 13F +6 shares
0.09% of the 13F portfolio, value $1,098,911.
13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,346 sharesChange vs previous 13F -140 shares
0.08% of the 13F portfolio, value $940,411.
13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,486 sharesChange vs previous 13F -995 shares
0.08% of the 13F portfolio, value $918,965.
13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,481 sharesChange vs previous 13F +11 shares
0.09% of the 13F portfolio, value $1,004,992.
13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,470 sharesChange vs previous 13F -4,754 shares
0.08% of the 13F portfolio, value $952,545.
13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,224 sharesChange vs previous 13F +8 shares
0.12% of the 13F portfolio, value $1,267,872.
13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,216 sharesChange vs previous 13F +3,032 shares
0.12% of the 13F portfolio, value $1,383,557.
13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,184 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,120,084.
13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).