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RBB shares owned by Private Advisor

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $580k 12k 50.06
2024-09-30 $726k 15k 50.27
2024-06-30 $274k 5.5k 49.87
2024-03-31 $247k 5.0k 49.96
2023-12-31 $269k 5.4k 49.93

More positions owned by Private Advisor

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding RBB

LPL Financial
Wealthquest
Stifel Financial
Mml Investors Services
49 Wealth Management
Acorn Financial Advisory Services
Susquehanna International
Nations Financial Group
Lido Advisors
Envestnet Asset Management
UBS Group
F/M Investments
Alpine Bank Wealth Management
Raymond James Financial
Commonwealth Equity Services

View all funds holding RBB