Ownership history in Obermeyer Wealth Partners Β· 8 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in RBB FD INC (TBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Obermeyer Wealth Partners underperformed the S&P 500 by β12.6% annually on this TBIL position. Timing score: 100% (6/6 decisions correct). Average cost basis: $48.12. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.6% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 6 add/trim decisions correct
Best entry: $46.41 (2024 Q2) Β· Worst: $49.58 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Obermeyer Wealth Partners has been actively increasing its TBIL allocation β a bullish signal from insiders.
Currently 3.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.