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Disclosery

RBA Wealth Management, LLC: CI position timeline

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

RBA Wealth Management, LLC held 22,685 CI 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 22,685 shares
    Change vs previous 13F +8,424 shares

    2.29% of the 13F portfolio, value $6,253,845.

    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 14,261 shares
    Change vs previous 13F +2,269 shares

    1.37% of the 13F portfolio, value $3,804,124.

    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 11,992 shares
    Change vs previous 13F -1,121 shares

    1.12% of the 13F portfolio, value $3,300,530.

    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 13,113 shares
    Change vs previous 13F +527 shares

    1.3% of the 13F portfolio, value $3,779,699.

    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 12,586 shares
    Change vs previous 13F +606 shares

    1.55% of the 13F portfolio, value $4,160,644.

    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 11,980 shares
    Change vs previous 13F +603 shares

    1.56% of the 13F portfolio, value $3,941,519.

    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 11,377 shares
    Change vs previous 13F +135 shares

    1.2% of the 13F portfolio, value $3,141,615.

    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 11,242 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,894,676.

    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).