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Disclosery

RKL Wealth Management LLC: IWR position timeline

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

RKL Wealth Management LLC held 9,876 IWR 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 9,876 shares
    Change vs previous 13F -452 shares

    0.09% of the 13F portfolio, value $1,089,497.

    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 10,328 shares
    Change vs previous 13F -36 shares

    0.09% of the 13F portfolio, value $1,004,215.

    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 10,364 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $997,786.

    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 10,341 shares
    Change vs previous 13F -4,065 shares

    0.09% of the 13F portfolio, value $998,401.

    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 14,406 shares
    Change vs previous 13F -5,490 shares

    0.12% of the 13F portfolio, value $1,324,932.

    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 19,896 shares
    Change vs previous 13F -1,134 shares

    0.16% of the 13F portfolio, value $1,692,539.

    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 21,030 shares
    Change vs previous 13F +6,467 shares

    0.17% of the 13F portfolio, value $1,859,092.

    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 14,563 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,283,569.

    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).