OBIL — RBB FD INC

Ownership history in KPP Advisory Services LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in RBB FD INC (OBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q3)
Avg. % of fund
0.16%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 21,332 — — 0.16% $1.1M $49.43
% of Fund (quarterly)    OBIL price (monthly, adj. close)

Other funds also holding OBIL

As of 2025 Q4 — sorted by position size

49 WEALTH MANAGEMENT, LLC 0.9% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.46% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.36% Crew Capital Management, Ltd 3Y 0.33% Main Street Financial Solutions, LLC 3Y 0.29% Formidable Asset Management, LLC 3Y 7Y 0.27% Curran Financial Partners, LLC 3Y 0.22% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.14% FLOW TRADERS U.S. LLC 3Y 7Y 0.13% Amplius Wealth Advisors, LLC 3Y 0.07%
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