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Disclosery

RKL Wealth Management LLC: VTI position timeline

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

RKL Wealth Management LLC held 1,166 VTI 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 1,166 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $431,469.

    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 1,164 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $373,491.

    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 1,119 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $375,246.

    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 1,116 shares
    Change vs previous 13F -2,343 shares

    0.03% of the 13F portfolio, value $366,242.

    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 3,459 shares
    Change vs previous 13F +2,389 shares

    0.09% of the 13F portfolio, value $1,051,381.

    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 1,070 shares
    Change vs previous 13F -1,135 shares

    0.03% of the 13F portfolio, value $294,158.

    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 2,205 shares
    Change vs previous 13F +791 shares

    0.06% of the 13F portfolio, value $639,088.

    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 1,414 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $400,503.

    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).