OBIL RBB FUND INC US TREASURY 12 MONTH BILL ETF

Ownership history in Formidable Asset Management, LLC  ·  12 quarters on record

AI Ownership Summary

Formidable Asset Management, LLC reported RBB FUND INC US TREASURY 12 MONTH BILL ETF (OBIL) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows OBIL at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Formidable Asset Management, LLC's position in RBB FUND INC US TREASURY 12 MONTH BILL ETF, 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

OBIL was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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 Formidable Asset Management, LLC held OBIL — position size vs. price
% of Fund (quarterly)    OBIL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36,518 -1,288 -3.4% 0.27% $1.8M 2026-02-14 (Est.) $50.13
2025 Q3 REDUCED 37,806 -709 -1.8% 0.30% $1.9M 2025-10-29 $49.52
2025 Q2 UNCHANGED 38,515 0% 0.32% $1.9M 2025-07-16 $48.86
2025 Q1 REDUCED 38,515 -1,561 -3.9% 0.32% $1.9M 2025-05-05 $48.52
2024 Q4 REDUCED 40,076 -64 -0.2% 0.33% $2.0M 2025-02-19 $48.09
2024 Q3 REDUCED 40,140 -1,575 -3.8% 0.32% $2.0M 2024-11-12 $47.50
2024 Q2 REDUCED 41,715 -915 -2.1% 0.34% $2.1M 2024-08-08 $46.97
2024 Q1 ADDED 42,630 +8,516 +25.0% 0.35% $2.1M 2024-05-15 $46.24
2023 Q4 ADDED 34,114 +20,368 +148.2% 0.35% $1.7M 2024-02-07 $45.80
2023 Q3 ADDED 13,746 +3,684 +36.6% 0.15% $686K 2023-11-09 $45.09
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Formidable Asset Management, LLC and OBIL

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

How long has Formidable Asset Management, LLC reported owning OBIL?

Formidable Asset Management, LLC reported OBIL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported OBIL position in Formidable Asset Management, LLC's portfolio?

The largest reported portfolio weight for OBIL was 0.35% in 2023 Q4.

What is the latest reported OBIL position on this page?

The most recent filing on this page is 2025 Q4, when Formidable Asset Management, LLC reported 36,518 shares, equal to 0.27% of portfolio, with an estimated market value of $1.8M.

What does the chart on this OBIL ownership page compare?

The chart compares Formidable Asset Management, LLC's quarterly OBIL 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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