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RBB shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 36k 50.04
2024-06-30 $2.3M 46k 50.02
2024-03-31 $2.3M 46k 50.03

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Copart (CPRT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)

View all positions for Sage Mountain Advisors

Top funds holding RBB

LPL Financial
Renaissance Technologies
Oxbow Advisors
Stifel Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Mml Investors Services
Private Advisor
Cetera Investment Advisers
Revolve Wealth Partners
Central Trust & Investment
UBS Group
Strait & Sound Wealth Management

View all funds holding RBB