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Disclosery

RKL Wealth Management LLC: SPYG position timeline

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

RKL Wealth Management LLC held 31,530 SPYG 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 31,530 shares
    Change vs previous 13F -1,333 shares

    0.3% of the 13F portfolio, value $3,751,754.

    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 32,863 shares
    Change vs previous 13F -1,497 shares

    0.29% of the 13F portfolio, value $3,217,618.

    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 34,360 shares
    Change vs previous 13F +635 shares

    0.3% of the 13F portfolio, value $3,666,264.

    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 33,725 shares
    Change vs previous 13F -2,533 shares

    0.3% of the 13F portfolio, value $3,524,604.

    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 36,258 shares
    Change vs previous 13F +315 shares

    0.3% of the 13F portfolio, value $3,456,108.

    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 35,943 shares
    Change vs previous 13F +6,531 shares

    0.27% of the 13F portfolio, value $2,888,725.

    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 29,412 shares
    Change vs previous 13F +16,150 shares

    0.23% of the 13F portfolio, value $2,585,307.

    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 13,262 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,099,962.

    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).