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Rockline Wealth Management, LLC: PNC position timeline

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

Rockline Wealth Management, LLC held 9,216 PNC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,216 shares
    Change vs previous 13F +28 shares

    0.43% of the 13F portfolio, value $2,269,284.

    13F-HR 0001172661-26-002781 filed by Rockline 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 9,188 shares
    Change vs previous 13F -7,884 shares

    0.42% of the 13F portfolio, value $1,911,971.

    13F-HR 0001172661-26-001574 filed by Rockline 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 17,072 shares
    Change vs previous 13F +706 shares

    0.73% of the 13F portfolio, value $3,563,569.

    13F-HR 0001172661-26-000560 filed by Rockline 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 16,366 shares
    Change vs previous 13F +403 shares

    0.68% of the 13F portfolio, value $3,288,431.

    13F-HR 0001172661-25-004538 filed by Rockline 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 15,963 shares
    Change vs previous 13F +81 shares

    0.7% of the 13F portfolio, value $2,975,822.

    13F-HR 0001172661-25-002900 filed by Rockline 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 15,882 shares
    Change vs previous 13F +862 shares

    0.78% of the 13F portfolio, value $2,791,587.

    13F-HR 0001172661-25-001525 filed by Rockline 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 15,020 shares
    Change vs previous 13F +1,256 shares

    0.77% of the 13F portfolio, value $2,896,616.

    13F-HR 0001172661-25-000354 filed by Rockline 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 13,764 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,544,287.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).