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Disclosery

RKL Wealth Management LLC: QQQ position timeline

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

RKL Wealth Management LLC held 584 QQQ 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 584 shares
    Change vs previous 13F +101 shares

    0.03% of the 13F portfolio, value $430,058.

    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 483 shares
    Change vs previous 13F -1,194 shares

    0.03% of the 13F portfolio, value $278,778.

    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 1,677 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,030,198.

    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).