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RBB shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of RBB (UTRE) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 5.1k 49.84
2025-06-30 $252k 5.1k 49.80

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View all positions for WealthPlan Investment Management

Top funds holding RBB

Curran Financial Partners
Crew Capital Management
Citadel Advisors
Jane Street
Central Trust & Investment
F/M Investments
WealthPlan Investment Management
UBS Group
Morgan Stanley

View all funds holding RBB