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RKL Wealth Management LLC: SPTI position timeline

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

RKL Wealth Management LLC held 28,666 SPTI 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 28,666 shares
    Change vs previous 13F +1,752 shares

    0.06% of the 13F portfolio, value $813,840.

    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 26,914 shares
    Change vs previous 13F -1,992 shares

    0.07% of the 13F portfolio, value $771,369.

    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 28,906 shares
    Change vs previous 13F +1,353 shares

    0.07% of the 13F portfolio, value $833,643.

    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 27,553 shares
    Change vs previous 13F -10,216 shares

    0.07% of the 13F portfolio, value $796,272.

    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 37,769 shares
    Change vs previous 13F -7,134 shares

    0.1% of the 13F portfolio, value $1,086,622.

    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 44,903 shares
    Change vs previous 13F +2,267 shares

    0.12% of the 13F portfolio, value $1,283,333.

    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 42,636 shares
    Change vs previous 13F +33,874 shares

    0.11% of the 13F portfolio, value $1,188,682.

    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 8,762 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,610.

    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).