Current Market Value 268,384,663
Current Holdings 93
Most Recent File Date 2025-07-17
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RBA Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 93 268,385
2025-04-25 2025-03-31 13F-HR 94 252,784
2025-01-24 2024-12-31 13F-HR 89 262,651
2024-10-21 2024-09-30 13F-HR 88 259,483
2024-07-19 2024-06-30 13F-HR 90 249,544
2024-04-19 2024-03-31 13F-HR 91 246,755
2024-02-08 2023-12-31 13F-HR 90 229,070
2023-10-19 2023-09-30 13F-HR 86 207,775
2023-07-21 2023-06-30 13F-HR 90 214,499
2023-04-18 2023-03-31 13F-HR 93 200,854
2023-01-26 2022-12-31 13F-HR 91 190,700
2022-10-12 2022-09-30 13F-HR 87 173,662
2022-07-11 2022-06-30 13F-HR 91 180,417
2022-04-14 2022-03-31 13F-HR 106 208,081
2022-02-02 2021-12-31 13F-HR 109 211,655
2021-11-15 2021-09-30 13F-HR 21 41,470
2021-07-22 2021-06-30 13F-HR 23 47,086
2021-04-14 2021-03-31 13F-HR 239 117,838
2021-02-02 2020-12-31 13F-HR 99 166,011
2020-11-12 2020-09-30 13F-HR 100 147,909
2020-09-29 2020-06-30 13F-HR 99 137,444
2020-05-15 2020-03-31 13F-HR 94 115,594
2020-01-09 2019-12-31 13F-HR 100 146,740
2019-10-24 2019-09-30 13F-HR 100 131,081
2019-08-08 2019-06-30 13F-HR 87 129,500
2019-05-15 2019-03-31 13F-HR 82 128,335