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Disclosery

RKL Wealth Management LLC: IVW position timeline

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

RKL Wealth Management LLC held 50,059 IVW 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 50,059 shares
    Change vs previous 13F -2,139 shares

    0.55% of the 13F portfolio, value $6,884,579.

    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 52,198 shares
    Change vs previous 13F -2,339 shares

    0.53% of the 13F portfolio, value $5,904,144.

    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 54,537 shares
    Change vs previous 13F -1,659 shares

    0.55% of the 13F portfolio, value $6,722,199.

    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 56,196 shares
    Change vs previous 13F -9,264 shares

    0.58% of the 13F portfolio, value $6,783,983.

    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 65,460 shares
    Change vs previous 13F -2,477 shares

    0.63% of the 13F portfolio, value $7,207,092.

    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 67,937 shares
    Change vs previous 13F -10,377 shares

    0.59% of the 13F portfolio, value $6,306,598.

    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 78,314 shares
    Change vs previous 13F -23,622 shares

    0.71% of the 13F portfolio, value $7,951,246.

    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 101,936 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $9,760,381.

    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).