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RBB shares owned by HB Wealth Management

Quarter-by-quarter ownership of RBB (UTHY) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 32k 40.68

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
Gmo Etf Trust Us Quality Etf (QLTY)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding RBB

Susquehanna International
HB Wealth Management
Burns Matteson Capital Management
Tower Research Capital
Citadel Advisors
Cetera Investment Advisers
Benjamin Edwards
Valtinson Bruner Financial Planning
Jane Street
Rsm Us Wealth Management
Flow Traders US
Hrt Financial
Coastal Investment Advisors
UBS Group
Advisory Services Network

View all funds holding RBB