Northeast Planning Associates, Inc. / Nh / »

RBB shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Northeast Planning Associates, Inc. / Nh / 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 Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2025-12-31 $483k 9.7k 49.88
2025-09-30 $487k 9.7k 50.00
2025-06-30 $497k 9.9k 50.00
2025-03-31 $1.6M 32k 50.01
2024-12-31 $1.6M 32k 49.86

More positions owned by Northeast Planning Associates, Inc. / Nh /

Ishares Silver Tr Ishares (SLV)
Victory Portfolios Ii Core Intermediat (UITB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Intermediate Dur (FIIG)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Victory Portfolios Ii Victoryshs Emerg (UEVM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)
Global X Fds Global X Silver (SIL)
Global X Fds Global X Copper (COPX)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Northeast Planning Associates, Inc. / Nh /

Top funds holding RBB

LPL Financial
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Benjamin Edwards
Total Investment Management
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
Mirae Asset Global Investments
Private Advisor

View all funds holding RBB