RBB shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of RBB (TMFX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in RBB
Tip: Access up to 7 years of quarterly data
All positions including RBB held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in RBB by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $253k | 12k | 20.46 |
| 2025-03-31 | $250k | 14k | 18.28 |
| 2024-12-31 | $262k | 13k | 19.53 |
| 2024-09-30 | $216k | 12k | 18.68 |
| 2023-09-30 | $309k | 21k | 14.77 |
| 2023-06-30 | $335k | 21k | 16.02 |
| 2023-03-31 | $339k | 22k | 15.20 |
| 2022-12-31 | $181k | 13k | 14.30 |
| 2022-09-30 | $158k | 12k | 13.53 |
| 2022-06-30 | $150k | 11k | 13.70 |
More positions owned by H D Vest Advisory Services
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