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RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

PRU holding history

Prudential Financial 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of PRU by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−14,291−100.0%Sold outHolders
Q1 202314,291$1.18M0.1%−124−0.9%ReducedHolders
Q4 202214,415$1.43M0.2%−593−4.0%ReducedHolders
Q3 202215,008$1.29M0.2%+361+2.5%AddedHolders
Q2 202214,647$1.40M0.2%+420+3.0%AddedHolders
Q1 202214,227$1.68M0.2%+266+1.9%AddedHolders
Q4 202113,961$1.51M0.2%+209+1.5%AddedHolders
Q3 202113,752$1.45M0.2%+167+1.2%AddedHolders
Q2 202113,585$1.39M0.2%+72+0.5%AddedHolders
Q1 202113,513$1.23M0.2%––Holders

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