Position in RBA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$353,644
+$114,320 QoQ
Shares Held
3,037
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 556 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RBA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $3,636,650 across 5 Specialty Business Services names. RBA ranks #4 (9.7% of the industry book) .
All Filings in RBA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,644 | 3,037 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $239,324 | 2,497 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $243,897 | 2,371 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $292,671 | 2,701 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $293,711 | 2,766 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $293,671 | 2,928 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $643,147 | 9,615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $367,750 | 5,884 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $405,780 | 6,763 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||