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Disclosery

RKL Wealth Management LLC: V position timeline

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

RKL Wealth Management LLC held 5,747 V 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 5,747 shares
    Change vs previous 13F +306 shares

    0.16% of the 13F portfolio, value $1,971,881.

    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 5,441 shares
    Change vs previous 13F -487 shares

    0.15% of the 13F portfolio, value $1,644,405.

    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 5,928 shares
    Change vs previous 13F +4,359 shares

    0.17% of the 13F portfolio, value $2,079,077.

    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 1,569 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $535,664.

    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 2,049 shares
    Change vs previous 13F -140 shares

    0.06% of the 13F portfolio, value $727,628.

    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 2,189 shares
    Change vs previous 13F +159 shares

    0.07% of the 13F portfolio, value $767,283.

    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 2,030 shares
    Change vs previous 13F -12 shares

    0.06% of the 13F portfolio, value $641,432.

    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 2,042 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $561,542.

    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).