CFS Investment Advisory Services »

RBB shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of RBB (TBIL) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by CFS Investment Advisory Services 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 RBB by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 6.0k 49.99
2025-06-30 $250k 5.0k 50.00

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for CFS Investment Advisory Services

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB