TBIL — RBB FD INC

Ownership history in WT Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2025 Q2)
Avg. % of fund
0.13%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,876 -12,901 -72.6% 0.07% $244K $49.08
2025 Q2 ADDED 17,777 +13,477 +313.4% 0.26% $889K $48.55
2024 Q4 INITIATED 4,300 — — 0.07% $214K $47.58
% of Fund (quarterly)    TBIL price (monthly, adj. close)

Other funds also holding TBIL

As of 2025 Q4 — sorted by position size

TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 6.35% Sterling Group Wealth Management, LLC 3Y 5.52% KW WEALTH MANAGEMENT LLC 4.33% Pinnacle Wealth Management Group, Inc. 3Y 4.19% Strait & Sound Wealth Management LLC 3Y 4.11% Obermeyer Wealth Partners 3Y 7Y 3.03% Divergent Planning, LLC 3Y 2.9% Proactive Wealth Strategies LLC 2.86% Revolve Wealth Partners, LLC 3Y 2.85% Crew Capital Management, Ltd 3Y 2.1%
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