RKL Wealth Management LLC
Holdings in MPB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,713,234 | 55,230 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,581,787 | 55,230 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,557,486 | 55,230 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $1,431,009 | 55,230 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $1,592,833 | 55,230 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,647,510 | 55,230 | Shares | Sole | 2024-11-01 |
| 2024-06-30 | $1,212,298 | 55,230 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $1,105,152 | 55,230 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $1,340,984 | 55,230 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,111,779 | 55,230 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $1,219,478 | 55,230 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,414,440 | 55,230 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $1,655,213 | 55,229 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,577,162 | 54,896 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,480,545 | 54,896 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $1,471,761 | 54,896 | Shares | Sole | 2022-05-10 |