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Disclosery

RKL Wealth Management LLC: IWD position timeline

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

RKL Wealth Management LLC held 8,471 IWD 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 8,471 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,053,625.

    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 8,471 shares
    Change vs previous 13F +201 shares

    0.16% of the 13F portfolio, value $1,809,999.

    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 8,270 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,739,512.

    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 8,270 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,683,689.

    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 8,270 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,606,282.

    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 8,270 shares
    Change vs previous 13F -440 shares

    0.15% of the 13F portfolio, value $1,556,083.

    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 8,710 shares
    Change vs previous 13F +6,294 shares

    0.14% of the 13F portfolio, value $1,612,482.

    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 2,416 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $458,536.

    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).