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Livermore
Livermore
ZHEN

RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

MA holding history

Mastercard Inc 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
15,247
Value
$7.83M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MA by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,247$7.83M0.6%−343−2.2%ReducedHolders
Q1 202615,590$7.79M0.7%−504−3.1%ReducedHolders
Q4 202516,094$9.19M0.8%+30.0%AddedHolders
Q3 202516,091$9.15M0.8%−2,624−14.0%ReducedHolders
Q2 202518,715$10.5M0.9%−514−2.7%ReducedHolders
Q1 202519,229$10.5M1.0%−360−1.8%ReducedHolders
Q4 202419,589$10.3M0.9%−415−2.1%ReducedHolders
Q3 202420,004$9.88M0.9%−239−1.2%ReducedHolders
Q2 202420,243$8.93M0.9%−513−2.5%ReducedHolders
Q1 202420,756$10.0M1.0%−436−2.1%ReducedHolders
Q4 202321,192$9.04M1.0%−490−2.3%ReducedHolders
Q3 202321,682$8.58M1.1%−1,019−4.5%ReducedHolders
Q2 202322,701$8.93M1.1%−404−1.7%ReducedHolders
Q1 202323,105$8.40M1.1%−985−4.1%ReducedHolders
Q4 202224,090$8.38M1.1%+48+0.2%AddedHolders
Q3 202224,042$6.84M1.0%−294−1.2%ReducedHolders
Q2 202224,336$7.68M1.1%−27−0.1%ReducedHolders
Q1 202224,363$8.71M1.0%−27−0.1%ReducedHolders
Q4 202124,390$8.76M1.0%−523−2.1%ReducedHolders
Q3 202124,913$8.66M1.1%−299−1.2%ReducedHolders
Q2 202125,212$9.21M1.2%−177−0.7%ReducedHolders
Q1 202125,389$9.04M1.2%––Holders

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