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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
2023-12-31 $31M 618k 49.94

More positions owned by Wealthquest

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdate FDS Vng Rus1000grw (VONG)
iShares TR Core MSCI EAFE (IEFA)
SPDR Total Stk Mkt (SPTM)
F/m Investments US Treasury 2 Year (UTWO)
American Financial (AFG)
F/M Investments 12 Month Bill (OBIL)
Ishares Tr Core S&p Mcp Etf (IJH)
F/m Investments Us Tbil (TBIL)
Vanguard Index FDS Small CP ETF (VB)
Procter & Gamble Company (PG)
F/M Investments US Tbill 6 Month (XBIL)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator ETFS TR US Equity 10 Buffer (ZALT)
Innovator ETFS TR S&P 500 Buffer Jul (BJUL)

View all positions for Wealthquest

Top funds holding RBB

Wealthquest
Stifel Financial
Stratos Wealth Advisors
Janney Montgomery Scott
Amplius Wealth Advisors
F/M Investments
Commonwealth Equity Services
UBS Group
BBK Capital Partners
Kraft, Davis & Associates
Comprehensive Portfolio Management
Acorn Financial Advisory Services
First Heartland Consultants
Kestra Advisory Services
Jane Street

View all funds holding RBB