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Disclosery

RKL Wealth Management LLC: TMO position timeline

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

RKL Wealth Management LLC held 11,023 TMO 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 11,023 shares
    Change vs previous 13F -183 shares

    0.44% of the 13F portfolio, value $5,526,667.

    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 11,206 shares
    Change vs previous 13F -759 shares

    0.5% of the 13F portfolio, value $5,507,865.

    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 11,965 shares
    Change vs previous 13F -240 shares

    0.57% of the 13F portfolio, value $6,933,157.

    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 12,205 shares
    Change vs previous 13F -2,068 shares

    0.5% of the 13F portfolio, value $5,919,466.

    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 14,273 shares
    Change vs previous 13F -597 shares

    0.51% of the 13F portfolio, value $5,787,082.

    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 14,870 shares
    Change vs previous 13F -143 shares

    0.7% of the 13F portfolio, value $7,399,164.

    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 15,013 shares
    Change vs previous 13F -123 shares

    0.7% of the 13F portfolio, value $7,810,161.

    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 15,136 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,362,422.

    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).