Skip to content
Disclosery

RKL Wealth Management LLC: TT position timeline

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

RKL Wealth Management LLC held 8,068 TT 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 8,068 shares
    Change vs previous 13F -31 shares

    0.32% of the 13F portfolio, value $3,962,679.

    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 8,099 shares
    Change vs previous 13F -266 shares

    0.3% of the 13F portfolio, value $3,375,178.

    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 8,365 shares
    Change vs previous 13F +429 shares

    0.27% of the 13F portfolio, value $3,255,658.

    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 7,936 shares
    Change vs previous 13F -1,077 shares

    0.29% of the 13F portfolio, value $3,348,675.

    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 9,013 shares
    Change vs previous 13F -409 shares

    0.35% of the 13F portfolio, value $3,942,376.

    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 9,422 shares
    Change vs previous 13F +37 shares

    0.3% of the 13F portfolio, value $3,174,460.

    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 9,385 shares
    Change vs previous 13F -194 shares

    0.31% of the 13F portfolio, value $3,466,350.

    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 9,579 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,723,645.

    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).