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Disclosery

RKL Wealth Management LLC: VO position timeline

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

RKL Wealth Management LLC held 79,142 VO 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 79,142 shares
    Change vs previous 13F +58,968 shares

    0.51% of the 13F portfolio, value $6,376,445.

    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 20,174 shares
    Change vs previous 13F +64 shares

    0.52% of the 13F portfolio, value $5,793,645.

    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 20,110 shares
    Change vs previous 13F -551 shares

    0.48% of the 13F portfolio, value $5,836,351.

    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 20,661 shares
    Change vs previous 13F -1,665 shares

    0.52% of the 13F portfolio, value $6,068,966.

    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 22,326 shares
    Change vs previous 13F -5,149 shares

    0.55% of the 13F portfolio, value $6,247,597.

    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 27,475 shares
    Change vs previous 13F -568 shares

    0.67% of the 13F portfolio, value $7,105,572.

    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 28,043 shares
    Change vs previous 13F -2,823 shares

    0.66% of the 13F portfolio, value $7,407,121.

    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 30,866 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,143,501.

    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).