TMFG — RBB FD INC

Ownership history in Simplicity Wealth,LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in RBB FD INC (TMFG). 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
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,689 +18 +0.3% 0.01% $202K $30.16
2025 Q2 INITIATED 6,671 — — 0.01% $203K $30.30
% of Fund (quarterly)    TMFG price (monthly, adj. close)

Other funds also holding TMFG

As of 2025 Q4 — sorted by position size

GTS SECURITIES LLC 0.06% Wedmont Private Capital 3Y 0.04% Caprock Group, LLC 3Y 7Y 0.03% FLOW TRADERS U.S. LLC 3Y 7Y 0.02% Key FInancial Inc 3Y 0.02% Financial Avengers, Inc. 3Y 0.02% Farther Finance Advisors, LLC 0.01% Kingdom Financial Group LLC. 0.01% Scarborough Advisors, LLC 3Y 0.01% Arkadios Wealth Advisors 3Y 0.01%
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