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RBB shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of RBB (UTWY) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 6.5k 44.21
2025-06-30 $284k 6.5k 43.75
2025-03-31 $290k 6.5k 44.82
2024-12-31 $291k 6.7k 43.42
2024-09-30 $2.2M 47k 47.84
2024-06-30 $16M 364k 45.03
2024-03-31 $7.8M 169k 46.20

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding RBB

J.w. Cole Advisors
Jane Street
Susquehanna International
Valtinson Bruner Financial Planning
Citadel Advisors
Flow Traders US
UBS Group
DHJJ Financial Advisors
Morgan Stanley

View all funds holding RBB