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RKL Wealth Management LLC: ITW position timeline

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

RKL Wealth Management LLC held 8,776 ITW 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 8,776 shares
    Change vs previous 13F +166 shares

    0.19% of the 13F portfolio, value $2,373,602.

    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 8,610 shares
    Change vs previous 13F -236 shares

    0.2% of the 13F portfolio, value $2,241,191.

    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 8,846 shares
    Change vs previous 13F +1,313 shares

    0.18% of the 13F portfolio, value $2,178,754.

    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 7,533 shares
    Change vs previous 13F -214 shares

    0.17% of the 13F portfolio, value $1,964,204.

    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 7,747 shares
    Change vs previous 13F +260 shares

    0.17% of the 13F portfolio, value $1,915,470.

    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 7,487 shares
    Change vs previous 13F +199 shares

    0.17% of the 13F portfolio, value $1,856,804.

    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 7,288 shares
    Change vs previous 13F +51 shares

    0.16% of the 13F portfolio, value $1,848,030.

    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 7,237 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,896,486.

    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).