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RBA Wealth Management, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RBA Wealth Management, LLC on ACN, newest first. How the timeline and the estimate are built.

RBA Wealth Management, LLC held 25,171 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,171 shares
    Change vs previous 13F -170 shares

    1.15% of the 13F portfolio, value $3,132,279.

    13F-HR 0001776296-26-000003 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,341 shares
    Change vs previous 13F +16,296 shares

    1.81% of the 13F portfolio, value $5,024,867.

    13F-HR 0001776296-26-000002 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,045 shares
    Change vs previous 13F -949 shares

    0.82% of the 13F portfolio, value $2,426,773.

    13F-HR 0001776296-26-000001 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,994 shares
    Change vs previous 13F +1,717 shares

    0.85% of the 13F portfolio, value $2,464,520.

    13F-HR 0001776296-25-000002 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,277 shares
    Change vs previous 13F +951 shares

    0.92% of the 13F portfolio, value $2,473,913.

    13F-HR 0001085146-25-003924 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,326 shares
    Change vs previous 13F +688 shares

    0.9% of the 13F portfolio, value $2,286,005.

    13F-HR 0001085146-25-002336 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,638 shares
    Change vs previous 13F +459 shares

    0.89% of the 13F portfolio, value $2,335,182.

    13F-HR 0001085146-25-000484 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,179 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,184,153.

    13F-HR 0001085146-24-005028 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).