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Disclosery

RKL Wealth Management LLC: IWM position timeline

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

RKL Wealth Management LLC held 9,630 IWM 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 9,630 shares
    Change vs previous 13F -503 shares

    0.23% of the 13F portfolio, value $2,893,482.

    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 10,133 shares
    Change vs previous 13F -604 shares

    0.23% of the 13F portfolio, value $2,512,944.

    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 10,737 shares
    Change vs previous 13F -1,267 shares

    0.22% of the 13F portfolio, value $2,642,884.

    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 12,004 shares
    Change vs previous 13F -1,378 shares

    0.25% of the 13F portfolio, value $2,904,489.

    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 13,382 shares
    Change vs previous 13F +1,420 shares

    0.25% of the 13F portfolio, value $2,887,803.

    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 11,962 shares
    Change vs previous 13F -1,067 shares

    0.22% of the 13F portfolio, value $2,386,237.

    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 13,029 shares
    Change vs previous 13F +173 shares

    0.26% of the 13F portfolio, value $2,878,828.

    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 12,856 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,839,747.

    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).