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RKL Wealth Management LLC: MBB position timeline

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

RKL Wealth Management LLC held 191,867 MBB 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 191,867 shares
    Change vs previous 13F +1,585 shares

    1.45% of the 13F portfolio, value $18,135,232.

    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 190,282 shares
    Change vs previous 13F -14,992 shares

    1.63% of the 13F portfolio, value $18,067,296.

    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 205,274 shares
    Change vs previous 13F +3,915 shares

    1.6% of the 13F portfolio, value $19,546,236.

    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 201,359 shares
    Change vs previous 13F -2,402 shares

    1.63% of the 13F portfolio, value $19,159,335.

    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 203,761 shares
    Change vs previous 13F -5,235 shares

    1.68% of the 13F portfolio, value $19,131,155.

    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 208,996 shares
    Change vs previous 13F -1,863 shares

    1.85% of the 13F portfolio, value $19,599,636.

    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 210,859 shares
    Change vs previous 13F -1,150 shares

    1.72% of the 13F portfolio, value $19,331,513.

    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 212,009 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $20,312,618.

    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).