Position in RBA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$140,322
+$24,823 QoQ
Shares Held
1,205
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#410
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, 2026HighMark Wealth Management LLC holds $145,796 across 3 Specialty Business Services names. RBA ranks #1 (96.2% 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 | $140,322 | 1,205 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $115,499 | 1,205 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $123,958 | 1,205 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $130,573 | 1,205 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $127,958 | 1,205 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $120,861 | 1,205 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $108,703 | 1,205 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $96,990 | 1,205 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $92,013 | 1,205 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $91,784 | 1,205 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $80,602 | 1,205 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $75,312 | 1,205 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $72,300 | 1,205 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||