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Disclosery

RBA Wealth Management, LLC: SPY position timeline

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

RBA Wealth Management, LLC held 561 SPY 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 561 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $418,938.

    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 571 shares
    Change vs previous 13F -4,936 shares

    0.13% of the 13F portfolio, value $371,344.

    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 5,507 shares
    Change vs previous 13F +4,936 shares

    1.27% of the 13F portfolio, value $3,755,333.

    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 571 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $380,389.

    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 571 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $352,792.

    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 619 shares
    Change vs previous 13F -547 shares

    0.14% of the 13F portfolio, value $346,262.

    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 1,166 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $683,369.

    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).