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Disclosery

RKL Wealth Management LLC: IVV position timeline

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

RKL Wealth Management LLC held 316,312 IVV 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 316,312 shares
    Change vs previous 13F -6,302 shares

    18.88% of the 13F portfolio, value $236,882,603.

    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 322,614 shares
    Change vs previous 13F -48,020 shares

    18.96% of the 13F portfolio, value $210,734,726.

    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 370,634 shares
    Change vs previous 13F -9,174 shares

    20.84% of the 13F portfolio, value $253,861,533.

    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 379,808 shares
    Change vs previous 13F -11,801 shares

    21.67% of the 13F portfolio, value $254,205,825.

    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 391,609 shares
    Change vs previous 13F -1,856 shares

    21.37% of the 13F portfolio, value $243,150,133.

    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 393,465 shares
    Change vs previous 13F +11,595 shares

    20.83% of the 13F portfolio, value $221,088,135.

    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 381,870 shares
    Change vs previous 13F +6,317 shares

    20.01% of the 13F portfolio, value $224,799,264.

    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 375,553 shares
    Change vs previous 13F not available

    19.6% of the 13F portfolio, value $216,626,408.

    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).