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RBB shares owned by Heck Capital Advisors

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Heck Capital Advisors from 13F filings

Historical chart of Heck Capital Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Heck Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 28k 50.31
2025-06-30 $2.3M 45k 50.19
2024-12-31 $583k 12k 50.06

More positions owned by Heck Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Heck Capital Advisors

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