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RKL Wealth Management LLC: USXF position timeline

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

RKL Wealth Management LLC held 19,754 USXF 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 19,754 shares
    Change vs previous 13F -1,936 shares

    0.11% of the 13F portfolio, value $1,371,940.

    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 21,690 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $1,197,309.

    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 21,642 shares
    Change vs previous 13F +67 shares

    0.1% of the 13F portfolio, value $1,246,149.

    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 21,575 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $1,236,443.

    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 21,527 shares
    Change vs previous 13F +53 shares

    0.1% of the 13F portfolio, value $1,160,964.

    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 21,474 shares
    Change vs previous 13F -5,314 shares

    0.09% of the 13F portfolio, value $1,002,170.

    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 26,788 shares
    Change vs previous 13F +91 shares

    0.12% of the 13F portfolio, value $1,331,911.

    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 26,697 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,310,274.

    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).