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RBB shares owned by Acorn Financial Advisory Services

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Acorn Financial Advisory Services from 13F filings

Historical chart of Acorn Financial Advisory Services investment in RBB

Jan 2024Mar 2024May 2024Jul 2024Sep 20242M3M4M5M40k60k80k100k
Value ($)Share countHistorical OBIL position of Acorn Financial Advisory … Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in RBB by Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 96k 50.27
2024-06-30 $4.9M 98k 49.87
2024-03-31 $4.5M 90k 49.96
2023-12-31 $1.3M 27k 49.94

More positions owned by Acorn Financial Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
RBB Us Trsry 6 Mnth (XBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microstrategy Cl A New (MSTR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Acorn Financial Advisory Services

Top funds holding RBB

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Acorn Financial Advisory Services
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Alpine Bank Wealth Management
Commonwealth Equity Services
Janney Montgomery Scott
Amplius Wealth Advisors
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View all funds holding RBB