RBA Wealth Management, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, RBA Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$61,420); the largest decrease was APTIV PLC (-$4,213,689).
- APTIV PLC: Country of operation —; Class ORDINARY SHARES; Shares 2026-03-31 60,681; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1776296): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Armor Investment Advisors, LLC | United States | $0.278B | 160 |
| MAD RIVER INVESTORS | United States | $0.278B | 32 |
| SEAVIEW INVESTMENT MANAGERS LLC | United States | $0.277B | 205 |
| Centerline Wealth Advisors, LLC | United States | $0.278B | 73 |
| Rede Wealth, LLC | United States | $0.278B | 109 |
| Kanen Wealth Management LLC | United States | $0.278B | 36 |
| BERKSHIRE CAPITAL HOLDINGS INC | United States | $0.277B | 114 |
| Eley Financial Management, Inc | United States | $0.277B | 69 |
| Carmel Capital Partners, LLC | United States | $0.277B | 118 |
| Arcus Capital Partners, LLC | United States | $0.278B | 121 |