Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on AGG, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 1,283,233 AGG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,283,233 shares
    Change vs previous 13F +40,115 shares

    1.9% of the 13F portfolio, value $127,014,427.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,243,118 shares
    Change vs previous 13F +46,615 shares

    2.14% of the 13F portfolio, value $123,404,342.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,196,503 shares
    Change vs previous 13F +44,366 shares

    2.18% of the 13F portfolio, value $119,506,752.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,152,137 shares
    Change vs previous 13F +79,849 shares

    2.25% of the 13F portfolio, value $115,501,737.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,072,288 shares
    Change vs previous 13F +68,932 shares

    2.35% of the 13F portfolio, value $106,370,983.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,003,356 shares
    Change vs previous 13F +85,638 shares

    2.97% of the 13F portfolio, value $99,251,946.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 917,718 shares
    Change vs previous 13F +30,710 shares

    2.61% of the 13F portfolio, value $88,926,903.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 887,008 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $89,827,277.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).