Skip to content
Disclosery

RKL Wealth Management LLC: ROP position timeline

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

RKL Wealth Management LLC held 4,912 ROP 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 4,912 shares
    Change vs previous 13F -628 shares

    0.13% of the 13F portfolio, value $1,662,085.

    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 5,540 shares
    Change vs previous 13F -324 shares

    0.18% of the 13F portfolio, value $1,960,394.

    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 5,864 shares
    Change vs previous 13F -48 shares

    0.21% of the 13F portfolio, value $2,610,119.

    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 5,912 shares
    Change vs previous 13F -999 shares

    0.25% of the 13F portfolio, value $2,948,022.

    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 6,911 shares
    Change vs previous 13F -229 shares

    0.34% of the 13F portfolio, value $3,917,464.

    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 7,140 shares
    Change vs previous 13F -101 shares

    0.4% of the 13F portfolio, value $4,209,553.

    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 7,241 shares
    Change vs previous 13F -168 shares

    0.33% of the 13F portfolio, value $3,763,998.

    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 7,409 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,122,848.

    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).