Skip to content
Disclosery

RKL Wealth Management LLC: VMBS position timeline

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

RKL Wealth Management LLC held 412,846 VMBS 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 412,846 shares
    Change vs previous 13F +15,496 shares

    1.54% of the 13F portfolio, value $19,325,338.

    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 397,350 shares
    Change vs previous 13F -12,406 shares

    1.68% of the 13F portfolio, value $18,655,599.

    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 409,756 shares
    Change vs previous 13F +14,234 shares

    1.58% of the 13F portfolio, value $19,291,329.

    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 395,522 shares
    Change vs previous 13F +33,716 shares

    1.58% of the 13F portfolio, value $18,573,704.

    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 361,806 shares
    Change vs previous 13F +8,275 shares

    1.47% of the 13F portfolio, value $16,766,085.

    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 353,531 shares
    Change vs previous 13F +9,024 shares

    1.54% of the 13F portfolio, value $16,372,031.

    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 344,507 shares
    Change vs previous 13F +18,358 shares

    1.39% of the 13F portfolio, value $15,619,970.

    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 326,149 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $15,397,490.

    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).