Position in RBA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$235,925
-$109,901 QoQ
Shares Held
2,026
-43.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#390
of 554 holders
Holding Since
Jun 2023
13 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, 2026Advisor OS, LLC holds $1,712,218 across 3 Specialty Business Services names. RBA ranks #3 (13.8% of the industry book) .
All Filings in RBA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,925 | 2,026 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $345,826 | 3,608 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $750,845 | 7,299 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $816,598 | 7,536 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $756,920 | 7,128 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $692,168 | 6,901 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $628,942 | 6,972 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $518,756 | 6,445 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $637,756 | 8,352 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $624,286 | 8,196 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $482,541 | 7,214 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $378,186 | 6,051 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $237,900 | 3,965 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||