Briaud Financial Planning »

Rockwell Med shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Rockwell Med (RMTI) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Rockwell Med

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Med held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Med by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.0k 5.5k 0.73

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Rockwell Med

Vanguard Group
Renaissance Technologies
Geode Capital Management
BlackRock
GSA Capital Partners
State Street Corporation
HighTower Advisors
Northern Trust
Perkins Capital Management
PanAgora Asset Management
LPL Financial
Corsair Capital Management
Two Sigma Securities
Richmond Brothers
Wealthtrust Axiom

View all funds holding Rockwell Med