Skip to content
Disclosery

RKL Wealth Management LLC: YORW position timeline

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

RKL Wealth Management LLC held 14,085 YORW 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 14,085 shares
    Change vs previous 13F +226 shares

    0.03% of the 13F portfolio, value $431,713.

    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 13,859 shares
    Change vs previous 13F +103 shares

    0.04% of the 13F portfolio, value $422,021.

    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 13,756 shares
    Change vs previous 13F -713 shares

    0.04% of the 13F portfolio, value $437,992.

    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 14,469 shares
    Change vs previous 13F +42 shares

    0.04% of the 13F portfolio, value $440,147.

    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 14,427 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $455,893.

    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 14,412 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $499,808.

    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).