Skip to content
Disclosery

RBA Wealth Management, LLC: P position timeline

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

RBA Wealth Management, LLC held 78,953 P 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 78,953 shares
    Change vs previous 13F -1,332 shares

    2.28% of the 13F portfolio, value $6,220,707.

    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 80,285 shares
    Change vs previous 13F +2,489 shares

    1.71% of the 13F portfolio, value $4,740,026.

    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 77,796 shares
    Change vs previous 13F +6,639 shares

    1.77% of the 13F portfolio, value $5,213,110.

    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 71,157 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,963,668.

    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).