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RBB shares owned by Wealthquest

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

Historical chart of Wealthquest investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 668k 50.12
2024-06-30 $32M 646k 49.87
2024-03-31 $31M 620k 49.96
2023-12-31 $31M 618k 49.94

More positions owned by Wealthquest

Vanguard Large-cap Etf Etf (VV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Us Large Cap Vector Etf Etf (DFVX)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)
Innovator Defined Wealth Shield Etf Etf (BALT)
American Finl Group Inc Ohio Stock (AFG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Us Treasury 2 Year Note Etf Etf (UTWO)
Vanguard Small-cap Etf Etf (VB)
Us Treasury 12 Month Bill Etf Etf (OBIL)
Vanguard Mid-cap Etf Etf (VO)
Procter And Gamble Stock (PG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Wealthquest

Top funds holding RBB

LPL Financial
Wealthquest
49 Wealth Management
Mml Investors Services
Stifel Financial
Acorn Financial Advisory Services
Nations Financial Group
Equitable Holdings
F/M Investments
Alpine Bank Wealth Management
Commonwealth Equity Services
Janney Montgomery Scott
Amplius Wealth Advisors
BBK Capital Partners
Envestnet Asset Management

View all funds holding RBB