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Disclosery

RKL Wealth Management LLC: SPIB position timeline

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

RKL Wealth Management LLC held 25,409 SPIB 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 25,409 shares
    Change vs previous 13F -597 shares

    0.07% of the 13F portfolio, value $850,173.

    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 26,006 shares
    Change vs previous 13F -1,678 shares

    0.08% of the 13F portfolio, value $872,250.

    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 27,684 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $936,003.

    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 27,509 shares
    Change vs previous 13F -7,085 shares

    0.08% of the 13F portfolio, value $932,269.

    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 34,594 shares
    Change vs previous 13F -5,313 shares

    0.1% of the 13F portfolio, value $1,161,668.

    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 39,907 shares
    Change vs previous 13F +2,368 shares

    0.12% of the 13F portfolio, value $1,326,507.

    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 37,539 shares
    Change vs previous 13F +29,704 shares

    0.11% of the 13F portfolio, value $1,229,769.

    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 7,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $264,125.

    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).