Skip to content
Disclosery

RKL Wealth Management LLC: MSFT position timeline

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

RKL Wealth Management LLC held 49,926 MSFT 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 49,926 shares
    Change vs previous 13F +426 shares

    1.48% of the 13F portfolio, value $18,623,291.

    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 49,500 shares
    Change vs previous 13F -3,075 shares

    1.65% of the 13F portfolio, value $18,323,310.

    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 52,575 shares
    Change vs previous 13F +659 shares

    2.09% of the 13F portfolio, value $25,426,217.

    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 51,916 shares
    Change vs previous 13F -6,228 shares

    2.29% of the 13F portfolio, value $26,889,641.

    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 58,144 shares
    Change vs previous 13F -2,453 shares

    2.54% of the 13F portfolio, value $28,921,231.

    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 60,597 shares
    Change vs previous 13F +671 shares

    2.14% of the 13F portfolio, value $22,747,653.

    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 59,926 shares
    Change vs previous 13F +2,302 shares

    2.25% of the 13F portfolio, value $25,258,880.

    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 57,624 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $24,795,615.

    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).