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RKL Wealth Management LLC: QLTA position timeline

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

RKL Wealth Management LLC held 34,880 QLTA 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 34,880 shares
    Change vs previous 13F -3,645 shares

    0.13% of the 13F portfolio, value $1,657,479.

    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 38,525 shares
    Change vs previous 13F -3,602 shares

    0.16% of the 13F portfolio, value $1,833,398.

    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 42,127 shares
    Change vs previous 13F +473 shares

    0.17% of the 13F portfolio, value $2,025,883.

    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 41,654 shares
    Change vs previous 13F -1,772 shares

    0.17% of the 13F portfolio, value $2,018,963.

    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 43,426 shares
    Change vs previous 13F -54,864 shares

    0.18% of the 13F portfolio, value $2,077,490.

    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 98,290 shares
    Change vs previous 13F -19,072 shares

    0.44% of the 13F portfolio, value $4,671,717.

    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 117,362 shares
    Change vs previous 13F -36,872 shares

    0.49% of the 13F portfolio, value $5,491,347.

    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 154,234 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,580,580.

    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).