RKL Wealth Management LLC

SEC CIK: 0001604723
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

FULT holding history

Fulton Financial Corp in every 13F filed by RKL Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FULT overview All 13F holders of FULT Full Q2 2026 holdings

Shares (Q2 2026): 50,235
Value: $1.22M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of FULT by RKL Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,235	$1.22M	0.1%	+230+0.5%	Added	Holders
Q1 2026	50,005	$1.02M	0.1%	+237+0.5%	Added	Holders
Q4 2025	49,768	$962.0K	0.1%	−7,732−13.4%	Reduced	Holders
Q3 2025	57,500	$1.07M	0.1%	+8,307+16.9%	Added	Holders
Q2 2025	49,193	$887.4K	0.1%	−7,413−13.1%	Reduced	Holders
Q1 2025	56,606	$1.02M	0.1%	−558−1.0%	Reduced	Holders
Q4 2024	57,164	$1.10M	0.1%	+192+0.3%	Added	Holders
Q3 2024	56,972	$1.03M	0.1%	+8,175+16.8%	Added	Holders
Q2 2024	48,797	$828.6K	0.1%	−6,057−11.0%	Reduced	Holders
Q1 2024	54,854	$871.6K	0.1%	+216+0.4%	Added	Holders
Q4 2023	54,638	$899.3K	0.1%	+13,382+32.4%	Added	Holders
Q3 2023	41,256	$499.6K	0.1%	+323+0.8%	Added	Holders
Q2 2023	40,933	$487.9K	0.1%	+144+0.4%	Added	Holders
Q1 2023	40,789	$563.7K	0.1%	−3,362−7.6%	Reduced	Holders
Q4 2022	44,151	$743.1K	0.1%	+115+0.3%	Added	Holders
Q3 2022	44,036	$696.0K	0.1%	+127+0.3%	Added	Holders
Q2 2022	43,909	$634.0K	0.1%	+603+1.4%	Added	Holders
Q1 2022	43,306	$720.0K	0.1%	−5,097−10.5%	Reduced	Holders
Q4 2021	48,403	$823.0K	0.1%	+105+0.2%	Added	Holders
Q3 2021	48,298	$738.0K	0.1%	+256+0.5%	Added	Holders
Q2 2021	48,042	$758.0K	0.1%	+2,390+5.2%	Added	Holders
Q1 2021	45,652	$777.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.