Skip to content
Disclosery

RBA Wealth Management, LLC: WM position timeline

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

RBA Wealth Management, LLC held 28,816 WM 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 28,816 shares
    Change vs previous 13F -2,953 shares

    2.36% of the 13F portfolio, value $6,422,544.

    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 31,769 shares
    Change vs previous 13F -257 shares

    2.63% of the 13F portfolio, value $7,300,243.

    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 32,026 shares
    Change vs previous 13F +189 shares

    2.38% of the 13F portfolio, value $7,036,414.

    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 31,837 shares
    Change vs previous 13F +166 shares

    2.43% of the 13F portfolio, value $7,030,589.

    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 31,671 shares
    Change vs previous 13F -173 shares

    2.7% of the 13F portfolio, value $7,247,032.

    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 31,844 shares
    Change vs previous 13F +137 shares

    2.92% of the 13F portfolio, value $7,372,136.

    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 31,707 shares
    Change vs previous 13F -140 shares

    2.44% of the 13F portfolio, value $6,398,121.

    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 31,847 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,611,414.

    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).