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Disclosery

RKL Wealth Management LLC: IXUS position timeline

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

RKL Wealth Management LLC held 12,353 IXUS 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 12,353 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $1,178,980.

    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 12,307 shares
    Change vs previous 13F -865 shares

    0.1% of the 13F portfolio, value $1,066,236.

    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 13,172 shares
    Change vs previous 13F +818 shares

    0.09% of the 13F portfolio, value $1,114,887.

    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 12,354 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $1,020,223.

    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 12,377 shares
    Change vs previous 13F +4,862 shares

    0.08% of the 13F portfolio, value $956,872.

    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 7,515 shares
    Change vs previous 13F +1,432 shares

    0.05% of the 13F portfolio, value $524,618.

    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 6,083 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $402,325.

    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).