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RKL Wealth Management LLC: NVDA position timeline

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

RKL Wealth Management LLC held 84,023 NVDA 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 84,023 shares
    Change vs previous 13F -3,670 shares

    1.34% of the 13F portfolio, value $16,812,071.

    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 87,693 shares
    Change vs previous 13F -10,191 shares

    1.38% of the 13F portfolio, value $15,293,602.

    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 97,884 shares
    Change vs previous 13F -4,810 shares

    1.5% of the 13F portfolio, value $18,255,329.

    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 102,694 shares
    Change vs previous 13F -16,102 shares

    1.63% of the 13F portfolio, value $19,160,713.

    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 118,796 shares
    Change vs previous 13F -4,113 shares

    1.65% of the 13F portfolio, value $18,768,529.

    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 122,909 shares
    Change vs previous 13F -4,525 shares

    1.26% of the 13F portfolio, value $13,320,867.

    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 127,434 shares
    Change vs previous 13F -14,481 shares

    1.52% of the 13F portfolio, value $17,113,085.

    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 141,915 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $17,234,217.

    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).