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RBB shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 5.0k 50.31
2025-06-30 $251k 5.0k 50.20

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View all positions for WealthPlan Investment 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