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RITHOLTZ WEALTH MANAGEMENT: ASX position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 76,125 ASX 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 76,125 shares
    Change vs previous 13F +7,983 shares

    0.05% of the 13F portfolio, value $3,434,782.

    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 68,142 shares
    Change vs previous 13F +25,189 shares

    0.03% of the 13F portfolio, value $1,477,319.

    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 42,953 shares
    Change vs previous 13F +1,046 shares

    0.01% of the 13F portfolio, value $691,544.

    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 41,907 shares
    Change vs previous 13F -3,715 shares

    0.01% of the 13F portfolio, value $464,749.

    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 45,622 shares
    Change vs previous 13F -82,996 shares

    0.01% of the 13F portfolio, value $471,278.

    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 128,618 shares
    Change vs previous 13F -51,674 shares

    0.03% of the 13F portfolio, value $1,126,696.

    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 180,292 shares
    Change vs previous 13F -14,079 shares

    0.05% of the 13F portfolio, value $1,815,542.

    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 194,371 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,897,065.

    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).