Position in RBA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,314,487
+$241,734 QoQ
Shares Held
11,288
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#259
of 554 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in RBA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,000,391 across 4 Specialty Business Services names. RBA ranks #1 (65.7% of the industry book) .
All Filings in RBA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,487 | 11,288 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,072,753 | 11,192 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,141,445 | 11,096 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,202,362 | 11,096 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,178,284 | 11,096 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,108,615 | 11,053 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $996,189 | 11,043 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $888,851 | 11,043 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $843,243 | 11,043 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $841,145 | 11,043 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||