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RBB shares owned by Bogart Wealth

Quarter-by-quarter ownership of RBB (TMFX) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $734 34 21.62
2025-06-30 $696 34 20.47
2025-03-31 $620 34 18.26
2024-12-31 $663 34 19.53
2024-09-30 $635 34 18.68

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Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding RBB

Gts Securities
Cetera Investment Advisers
Citadel Advisors
H D Vest Advisory Services
Harbour Investments
Advisor Group Holdings
Strategic Wealth Partners
Golden State Wealth Management
Advisory Services Network
CWM
Bogart Wealth
AE Wealth Management
Morgan Stanley

View all funds holding RBB