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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
2024-03-31 $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

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View all positions for Wedmont Private Capital

Top funds holding RBB

Creative Planning
Advisor Group Holdings
LPL Financial
Wedmont Private Capital
Pure Financial Advisors
Citadel Advisors
Mutual Advisors
Flagship Harbor Advisors
Wealth Enhancement Advisory Services
Orion Portfolio Solutions
Meeder Advisory Services
Private Advisor
Global Retirement Partners
Key FInancial
FMR

View all funds holding RBB