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Disclosery

RKL Wealth Management LLC: WMT position timeline

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

RKL Wealth Management LLC held 27,373 WMT 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 27,373 shares
    Change vs previous 13F +661 shares

    0.25% of the 13F portfolio, value $3,100,247.

    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 26,712 shares
    Change vs previous 13F -4,707 shares

    0.3% of the 13F portfolio, value $3,319,797.

    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 31,419 shares
    Change vs previous 13F +2,622 shares

    0.29% of the 13F portfolio, value $3,500,373.

    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 28,797 shares
    Change vs previous 13F -1,652 shares

    0.25% of the 13F portfolio, value $2,967,857.

    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 30,449 shares
    Change vs previous 13F +1,199 shares

    0.26% of the 13F portfolio, value $2,977,328.

    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 29,250 shares
    Change vs previous 13F -274 shares

    0.24% of the 13F portfolio, value $2,567,868.

    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 29,524 shares
    Change vs previous 13F +142 shares

    0.24% of the 13F portfolio, value $2,667,482.

    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 29,382 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,372,586.

    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).