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RBB shares owned by ATX Financial Planning

Quarter-by-quarter ownership of RBB (CPHY) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $433k 8.6k 50.58

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Faln Angls Usd (FALN)

View all positions for ATX Financial Planning

Top funds holding RBB

ATX Financial Planning
Jane Street
DHJJ Financial Advisors
Royal Bank of Canada
Essential Partners
UBS Group

View all funds holding RBB