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Disclosery

RKL Wealth Management LLC: MO position timeline

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

RKL Wealth Management LLC held 36,196 MO 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 36,196 shares
    Change vs previous 13F +267 shares

    0.21% of the 13F portfolio, value $2,604,286.

    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 35,929 shares
    Change vs previous 13F -157 shares

    0.21% of the 13F portfolio, value $2,370,959.

    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 36,086 shares
    Change vs previous 13F -403 shares

    0.17% of the 13F portfolio, value $2,080,699.

    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 36,489 shares
    Change vs previous 13F +8 shares

    0.21% of the 13F portfolio, value $2,410,432.

    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 36,481 shares
    Change vs previous 13F -42 shares

    0.19% of the 13F portfolio, value $2,138,870.

    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 36,523 shares
    Change vs previous 13F -14,914 shares

    0.21% of the 13F portfolio, value $2,192,133.

    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 51,437 shares
    Change vs previous 13F +47,418 shares

    0.24% of the 13F portfolio, value $2,689,639.

    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 4,019 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,107.

    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).