RBB shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of RBB (TBIL) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in RBB
Tip: Access up to 7 years of quarterly data
All positions including RBB held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in RBB by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 28k | 49.86 |
| 2025-03-31 | $232k | 4.6k | 50.01 |
| 2024-12-31 | $282k | 5.7k | 49.86 |
| 2024-09-30 | $295k | 5.9k | 50.04 |
| 2024-06-30 | $541k | 11k | 50.02 |
| 2024-03-31 | $477k | 9.5k | 50.03 |
| 2023-12-31 | $511k | 10k | 49.86 |
| 2023-09-30 | $235k | 4.7k | 50.07 |