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RBB shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of RBB (TMFM) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in RBB

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All positions including RBB held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 13k 28.83
2024-06-30 $340k 13k 27.04
2024-03-31 $337k 13k 26.78
2023-12-31 $313k 13k 24.90
2023-09-30 $300k 13k 23.83
2023-06-30 $306k 13k 24.33
2023-03-31 $278k 13k 22.11
2022-12-31 $274k 13k 21.77
2022-09-30 $263k 13k 20.92
2022-06-30 $266k 13k 21.16
2022-03-31 $337k 13k 26.81
2021-12-31 $348k 13k 27.68

More positions owned by Wedmont Private Capital

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)

View all positions for Wedmont Private Capital

Top funds holding RBB

Motley Fool Wealth Management
Advisor Group Holdings
Susquehanna International
Creative Planning
LPL Financial
Mutual Advisors
Wedmont Private Capital
Pure Financial Advisors
Tiaa Trust, National Association
Flagship Harbor Advisors
Commonwealth Equity Services
Private Advisor
Global Retirement Partners
Key FInancial
Trust

View all funds holding RBB