ATTICUS WEALTH MANAGEMENT, LLC XBIL — RBB FD INC

Ownership history in ATTICUS WEALTH MANAGEMENT, LLC  ·  11 quarters on record

AI Ownership Summary

ATTICUS WEALTH MANAGEMENT, LLC reported RBB FD INC (XBIL) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows XBIL at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATTICUS WEALTH MANAGEMENT, LLC's position in RBB FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XBIL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XBIL stock page ATTICUS WEALTH MANAGEMENT, LLC fund profile ATTICUS WEALTH MANAGEMENT, LLC full holdings
How ATTICUS WEALTH MANAGEMENT, LLC held XBIL — position size vs. price
% of Fund (quarterly)    XBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,858 -3,323 -36.2% 0.07% $293K 2026-07-15 $50.10
2026 Q1 ADDED — — — 9,181 +4,429 +93.2% 0.12% $459K 2026-04-28 $49.73
2025 Q4 REDUCED 46.3% +0.8% ❌ 4,752 -4,096 -46.3% 0.06% $238K 2026-02-09 $49.37
2025 Q3 REDUCED 34.0% +1.0% ❌ 8,848 -4,559 -34.0% 0.11% $444K 2025-11-07 $48.92
2025 Q2 ADDED — — — 13,407 +326 +2.5% 0.18% $672K 2025-07-10 $48.20
2025 Q1 ADDED — — — 13,081 +3,583 +37.7% 0.21% $656K 2025-04-22 $47.81
2024 Q4 ADDED — — — 9,498 +2,471 +35.2% 0.15% $475K 2025-01-22 $47.32
2024 Q3 ADDED — — — 7,027 +4,116 +141.4% 0.11% $353K 2024-10-15 $46.77
2024 Q2 REDUCED 40.8% +1.5% ❌ 2,911 -2,004 -40.8% 0.05% $146K 2024-07-17 $46.14
2024 Q1 ADDED — — — 4,915 +2,827 +135.4% 0.08% $246K 2024-04-17 $45.53
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XBIL

As of 2026 Q2 — sorted by position size

Spinnaker Investment Group, LLC 3Y 0.7% Lynch Investment Planning, LLC 0.19% MANCHESTER FINANCIAL INC 3Y 7Y 0.14% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.12% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.1% Wealthcare Advisory Partners LLC 3Y 7Y 0.04% Prospera Financial Services Inc 3Y 7Y 0.03% Revolve Wealth Partners, LLC 3Y 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.02% Spire Wealth Management 3Y 0.02%

FAQ About ATTICUS WEALTH MANAGEMENT, LLC and XBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATTICUS WEALTH MANAGEMENT, LLC reported owning XBIL?

ATTICUS WEALTH MANAGEMENT, LLC reported XBIL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XBIL position in ATTICUS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for XBIL was 0.21% in 2025 Q1.

What is the latest reported XBIL position on this page?

The most recent filing on this page is 2026 Q2, when ATTICUS WEALTH MANAGEMENT, LLC reported 5,858 shares, equal to 0.07% of portfolio, with an estimated market value of $293K.

What does the chart on this XBIL ownership page compare?

The chart compares ATTICUS WEALTH MANAGEMENT, LLC's quarterly XBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATTICUS WEALTH MANAGEMENT, LLC time their XBIL position?

Based on 13F filing dates vs. subsequent XBIL price moves, ATTICUS WEALTH MANAGEMENT, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on XBIL relative to SPY over the holding period was -14.5%.

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