49 Wealth Management »

RBB shares owned by 49 Wealth Management

Quarter-by-quarter ownership of RBB (OBIL) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in RBB

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All positions including RBB held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 245k 50.30
2025-06-30 $12M 246k 50.20
2025-03-31 $14M 279k 50.20
2024-12-31 $14M 276k 50.06
2024-09-30 $11M 216k 50.27
2024-06-30 $8.7M 175k 49.67

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding RBB

LPL Financial
Mml Investors Services
Stifel Financial
49 Wealth Management
Nations Financial Group
Equitable Holdings
Envestnet Asset Management
Flow Traders US
Raymond James Financial
Acorn Financial Advisory Services
UBS Group
Alpine Bank Wealth Management
Lido Advisors
Goldman Sachs Group
Retirement Capital Strategies

View all funds holding RBB