Position in RBA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,144
+$557 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 554 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $7,966 across 4 Specialty Business Services names. RBA ranks #2 (39.5% of the industry book) .
All Filings in RBA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,144 | 27 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,587 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,777 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $2,925 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,867 | 27 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,708 | 27 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,435 | 27 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||