RKL Wealth Management LLC: SPMD position timeline

RKL Wealth Management LLC held 720,231 SPMD 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 720,231 shares

   Change vs previous 13F +40,792 shares

   3.88% of the 13F portfolio, value $48,658,838.

   13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 679,439 shares

   Change vs previous 13F -32,736 shares

   3.62% of the 13F portfolio, value $40,236,375.

   13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 712,175 shares

   Change vs previous 13F +117,200 shares

   3.39% of the 13F portfolio, value $41,242,040.

   13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 594,975 shares

   Change vs previous 13F +40,432 shares

   2.9% of the 13F portfolio, value $34,026,649.

   13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 554,543 shares

   Change vs previous 13F +73,729 shares

   2.65% of the 13F portfolio, value $30,156,025.

   13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 480,814 shares

   Change vs previous 13F +275,996 shares

   2.32% of the 13F portfolio, value $24,608,073.

   13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 204,818 shares

   Change vs previous 13F +164,481 shares

   1% of the 13F portfolio, value $11,201,489.

   13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 40,337 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $2,205,631.

   13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).