Position in RBA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,206
-$4,964 QoQ
Shares Held
122
-39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#464
of 554 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $25,491 across 6 Specialty Business Services names. RBA ranks #1 (55.7% of the industry book) .
All Filings in RBA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,206 | 122 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,170 | 200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $308 | 3 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $48,422 | 456 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $31,995 | 319 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $37,076 | 411 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||