Position in RBA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,067,642
+$1,956,933 QoQ
Shares Held
26,343
+127.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#200
of 554 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RBA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $3,758,142 across 3 Specialty Business Services names. RBA ranks #1 (81.6% 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 | $3,067,642 | 26,343 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,110,709 | 11,588 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $770,907 | 7,494 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $818,659 | 7,555 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $807,362 | 7,603 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $805,208 | 8,028 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $742,247 | 8,228 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $660,420 | 8,205 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $661,583 | 8,664 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $654,681 | 8,595 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $567,628 | 8,486 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $531,000 | 8,496 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,066,620 | 17,777 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||