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Disclosery

RKL Wealth Management LLC: WFC position timeline

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

RKL Wealth Management LLC held 3,513 WFC 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 3,513 shares
    Change vs previous 13F -176 shares

    0.02% of the 13F portfolio, value $290,276.

    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 3,689 shares
    Change vs previous 13F -4,437 shares

    0.03% of the 13F portfolio, value $293,675.

    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 8,126 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $757,299.

    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 7,978 shares
    Change vs previous 13F -41 shares

    0.06% of the 13F portfolio, value $668,757.

    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 8,019 shares
    Change vs previous 13F -166 shares

    0.06% of the 13F portfolio, value $642,500.

    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 8,185 shares
    Change vs previous 13F +5,113 shares

    0.06% of the 13F portfolio, value $587,606.

    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 3,072 shares
    Change vs previous 13F +3,072 shares

    0.02% of the 13F portfolio, value $215,795.

    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 0 shares
    Change vs previous 13F not available

    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).

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