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RBB shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 71k 49.88
2025-09-30 $3.5M 70k 50.00

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding RBB

LPL Financial
Raymond James Financial
Stifel Financial
Wells Fargo & Company
Wealth Enhancement Advisory Services
Obermeyer Asset Management
Mml Investors Services
Journey Strategic Wealth
Mariner Wealth Advisors
Benjamin Edwards
Total Investment Management
Envestnet Asset Management
Commonwealth Equity Services
Private Advisor
F/M Investments

View all funds holding RBB