RKL Wealth Management LLC: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on VBK, newest first. How the timeline and the estimate are built.
RKL Wealth Management LLC held 1,790 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,790 sharesChange vs previous 13F -4 shares
0.05% of the 13F portfolio, value $654,464.
13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,794 sharesChange vs previous 13F -9 shares
0.05% of the 13F portfolio, value $542,121.
13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,803 sharesChange vs previous 13F -17 shares
0.04% of the 13F portfolio, value $544,589.
13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,820 sharesChange vs previous 13F -95 shares
0.05% of the 13F portfolio, value $541,555.
13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,915 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $530,234.
13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,915 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $482,043.
13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,915 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $536,208.
13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,915 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $511,911.
13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).