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RBB shares owned by Sontag Advisory

Quarter-by-quarter ownership of RBB (LDRX) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 22k 31.96
2025-06-30 $640k 22k 29.41

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding RBB

Summit Global Investments
Royal Bank of Canada
Wells Fargo & Company
Brian McDonald
Concurrent Investment Advisors
Sontag Advisory
Gts Securities
SCBT Financial Corporation
LPL Financial
Intrepid Capital Management
UBS Group

View all funds holding RBB