RKL Wealth Management LLC: VLTO position timeline

RKL Wealth Management LLC held 0 VLTO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,026 shares

   13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,026 shares

   Change vs previous 13F +2,026 shares

   0.02% of the 13F portfolio, value $204,525.

   13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -2,028 shares

   13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 2,028 shares

   Change vs previous 13F -878 shares

   0.02% of the 13F portfolio, value $206,552.

   13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,906 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $325,065.

   13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).