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RKL Wealth Management LLC: SPSM position timeline

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

RKL Wealth Management LLC held 593,853 SPSM 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 593,853 shares
    Change vs previous 13F +23,588 shares

    2.73% of the 13F portfolio, value $34,247,519.

    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 570,265 shares
    Change vs previous 13F -41,605 shares

    2.48% of the 13F portfolio, value $27,555,224.

    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 611,870 shares
    Change vs previous 13F +94,168 shares

    2.35% of the 13F portfolio, value $28,672,249.

    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 517,702 shares
    Change vs previous 13F +39,728 shares

    2.04% of the 13F portfolio, value $23,979,937.

    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 477,974 shares
    Change vs previous 13F +66,439 shares

    1.79% of the 13F portfolio, value $20,361,712.

    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 411,535 shares
    Change vs previous 13F +259,705 shares

    1.58% of the 13F portfolio, value $16,774,184.

    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 151,830 shares
    Change vs previous 13F +129,190 shares

    0.61% of the 13F portfolio, value $6,820,192.

    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 22,640 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,030,356.

    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).