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RBB shares owned by Divergent Planning

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Divergent Planning from 13F filings

Historical chart of Divergent Planning investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Divergent Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 23k 49.88
2024-06-30 $3.7M 74k 49.84
2024-03-31 $1.7M 34k 49.83
2023-12-31 $295k 5.9k 49.86
2023-09-30 $228k 4.6k 49.93

More positions owned by Divergent Planning

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
RBB Us Treas 3 Mnth (TBIL)
Marriott Intl Cl A (MAR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)

View all positions for Divergent Planning

Top funds holding RBB

LPL Financial
Morgan Stanley
Renaissance Technologies
Oxbow Advisors
Stifel Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Cetera Investment Advisers
Mml Investors Services
Private Advisor
Revolve Wealth Partners
Lido Advisors
B & T Capital Management DBA Alpha Capital Management

View all funds holding RBB