SEC 13F Intelligence

Journey Strategic Wealth LLC / TBIL

Journey Strategic Wealth LLC’s Rbb Fd Inc Position

Does Journey Strategic Wealth LLC own Rbb Fd Inc (TBIL)? Yes832.6K shares worth $42M (+1.03% of its 13F portfolio) as of Q1 2026, down from 1.07M shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
832.6K
% of Portfolio
+1.03%
Quarters Held
3
currently held

Position History TBIL

Reported value by quarter
Q3 ’25: $55MQ3 ’25Q4 ’25: $53MQ4 ’25Q1 ’26: $42MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026832.6K$42M+1.03%
Q4 20251.07M$53M+1.40%
Q3 20251.10M$55M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Journey Strategic Wealth LLC’s full portfolio or all institutional holders of TBIL.