Elevation Wealth Management »

RBB shares owned by Elevation Wealth Management

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Elevation Wealth Management from 13F filings

Historical chart of Elevation Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Elevation Wealth Management 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 Elevation Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 4.3k 49.86

More positions owned by Elevation Wealth Management

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Active Growth (JGRO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Elevation Wealth Management

Top funds holding RBB

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Stifel Financial
HighTower Advisors
Obermeyer Asset Management
Independent Advisor Alliance
Private Advisor
Benjamin Edwards
F/M Investments
Stratos Wealth Partners
Journey Strategic Wealth
Commonwealth Equity Services
Equitable Holdings

View all funds holding RBB