F/m Investments LLC RBIL β€” RBB FD INC

Ownership history in F/m Investments LLC  Β·  3 quarters on record

AI Ownership Summary

F/m Investments LLC reported RBB FD INC (RBIL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q4. The latest visible filing shows RBIL at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in RBB FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RBIL was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How F/m Investments LLC held RBIL β€” position size vs. price
% of Fund (quarterly)    RBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 192,419 +38,686 +25.2% 0.36% $9.6M 2026-02-14 (Est.) $49.28
2025 Q3 REDUCED 22.3% +0.6% ❌ 153,733 -44,165 -22.3% 0.30% $7.7M 2025-11-13 $48.93
2025 Q2 INITIATED β€” β€” β€” 197,898 β€” β€” 0.36% $9.9M 2025-08-13 $48.55

FAQ About F/m Investments LLC and RBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has F/m Investments LLC reported owning RBIL?

F/m Investments LLC reported RBIL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported RBIL position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for RBIL was 0.36% in 2025 Q4.

What is the latest reported RBIL position on this page?

The most recent filing on this page is 2025 Q4, when F/m Investments LLC reported 192,419 shares, equal to 0.36% of portfolio, with an estimated market value of $9.6M.

What does the chart on this RBIL ownership page compare?

The chart compares F/m Investments LLC's quarterly RBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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