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RITHOLTZ WEALTH MANAGEMENT: BAM position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 13,220 BAM 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 13,220 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $592,896.

    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 13,680 shares
    Change vs previous 13F +8,432 shares

    0.01% of the 13F portfolio, value $608,055.

    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 5,248 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $274,917.

    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 5,185 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $295,206.

    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 5,241 shares
    Change vs previous 13F -7,764 shares

    0.01% of the 13F portfolio, value $289,695.

    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 13,005 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $630,116.

    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 13,079 shares
    Change vs previous 13F +8,179 shares

    0.02% of the 13F portfolio, value $708,751.

    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 4,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $231,721.

    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).