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Disclosery

RKL Wealth Management LLC: IVE position timeline

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

RKL Wealth Management LLC held 16,280 IVE 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 16,280 shares
    Change vs previous 13F -253 shares

    0.29% of the 13F portfolio, value $3,696,648.

    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 16,533 shares
    Change vs previous 13F -852 shares

    0.31% of the 13F portfolio, value $3,491,049.

    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 17,385 shares
    Change vs previous 13F -476 shares

    0.3% of the 13F portfolio, value $3,686,859.

    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 17,861 shares
    Change vs previous 13F -1,163 shares

    0.31% of the 13F portfolio, value $3,688,388.

    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 19,024 shares
    Change vs previous 13F -759 shares

    0.33% of the 13F portfolio, value $3,717,671.

    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 19,783 shares
    Change vs previous 13F -3,334 shares

    0.36% of the 13F portfolio, value $3,770,170.

    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 23,117 shares
    Change vs previous 13F -7,591 shares

    0.39% of the 13F portfolio, value $4,412,615.

    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 30,708 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,054,624.

    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).