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RKL Wealth Management LLCETFConcentrated long-term

CIK: 0001604723 | LANCASTER, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR194$1.3B2026-10-16SEC ↗
Q2 2026
13F-HR189$1.3B2026-08-11SEC ↗
Q1 2026
13F-HR179$1.1B2026-04-24SEC ↗
Q4 2025
13F-HR183$1.2B2026-02-12SEC ↗
Q3 2025
13F-HR178$1.2B2025-11-12SEC ↗
Q2 2025
13F-HR176$1.1B2025-07-18SEC ↗
Q1 2025
13F-HR169$1.1B2025-04-28SEC ↗
Q4 2024
13F-HR172$1.1B2025-02-07SEC ↗
Q3 2024
13F-HR161$1.1B2024-11-01SEC ↗
Q2 2024
13F-HR145$1.0B2024-07-18SEC ↗
Q1 2024
13F-HR158$1.0B2024-05-08SEC ↗
Q4 2023
13F-HR153$924.9M2024-01-25SEC ↗
Q3 2023
13F-HR130$817.4M2023-11-06SEC ↗
Q2 2023
13F-HR131$845.1M2023-08-08SEC ↗
Q1 2023
13F-HR131$791.9M2023-05-02SEC ↗
Q4 2022
13F-HR130$748.1M2023-02-07SEC ↗
Q3 2022
13F-HR129$28.4M2022-11-14SEC ↗
Q2 2022
13F-HR137$18.9M2022-08-01SEC ↗
Q1 2022
13F-HR142$12.9M2022-05-10SEC ↗
Q4 2021
13F-HR126$12.4M2022-02-08SEC ↗
Q3 2021
13F-HR123$10.2M2021-11-15SEC ↗
Q2 2021
13F-HR130$10.5M2021-08-13SEC ↗
Q1 2021
13F-HR129$9.1M2021-05-10SEC ↗
Q4 2020
13F-HR125$9.3M2021-02-11SEC ↗
Q3 2020
13F-HR116$8.6M2020-11-09SEC ↗
Q2 2020
13F-HR110$7.6M2020-08-07SEC ↗
Q1 2020
13F-HR109$6.5M2020-04-28SEC ↗
Q4 2019
13F-HR119$7.6M2020-02-04SEC ↗
Q3 2019
13F-HR123$7.7M2019-10-31SEC ↗
Q2 2019
13F-HR127$7.5M2019-08-02SEC ↗
Q1 2019
13F-HR127$7.3M2019-04-26SEC ↗
Q4 2018
13F-HR124$6.5M2019-02-08SEC ↗
Q3 2018
13F-HR126$7.8M2018-11-07SEC ↗
Q2 2018
13F-HR127$7.6M2018-08-03SEC ↗
Q1 2018
13F-HR130$7.7M2018-04-26SEC ↗
Q4 2017
13F-HR133$9.0M2018-02-02SEC ↗
Q3 2017Amended
13F-HR/A145$9.8M2017-11-07SEC ↗
Q2 2017
13F-HR138$11.0M2017-08-14SEC ↗
Q1 2017
13F-HR112$248.6M2017-05-09SEC ↗
Q4 2016
13F-HR97$14.4M2017-02-02SEC ↗
Q3 2016
13F-HR74$16.3M2016-10-21SEC ↗
Q2 2016
13F-HR72$13.8M2016-07-25SEC ↗
Q1 2016
13F-HR60$9.5M2016-04-26SEC ↗
Q4 2015
13F-HR52$9.4M2016-02-08SEC ↗
Q3 2015
13F-HR52$9.3M2015-10-16SEC ↗
Q2 2015
13F-HR51$10.4M2015-07-28SEC ↗
Q1 2015
13F-HR53$11.9M2015-04-21SEC ↗
Q4 2014
13F-HR57$11.1M2015-01-20SEC ↗
Q3 2014
13F-HR60$9.7M2014-10-21SEC ↗
Q2 2014
13F-HR57$9.7M2014-07-28SEC ↗
Q1 2014
13F-HR59$8.3M2014-04-29SEC ↗