Forum Financial Management »

RBB shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 102k 50.00
2025-06-30 $5.2M 103k 50.00
2025-03-31 $5.1M 103k 50.01
2024-12-31 $4.1M 81k 49.86
2024-09-30 $4.0M 79k 50.04
2024-06-30 $2.1M 41k 50.02
2024-03-31 $2.1M 41k 50.03

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Forum Financial Management

Top funds holding RBB

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View all funds holding RBB