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RITHOLTZ WEALTH MANAGEMENT: CLS position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 36,568 CLS 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 36,568 shares
    Change vs previous 13F -1,540 shares

    0.2% of the 13F portfolio, value $13,340,006.

    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 38,108 shares
    Change vs previous 13F -4,376 shares

    0.19% of the 13F portfolio, value $10,734,261.

    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 42,484 shares
    Change vs previous 13F -3,530 shares

    0.23% of the 13F portfolio, value $12,558,695.

    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 46,014 shares
    Change vs previous 13F -8,231 shares

    0.22% of the 13F portfolio, value $11,336,929.

    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 54,245 shares
    Change vs previous 13F -25,354 shares

    0.19% of the 13F portfolio, value $8,468,187.

    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 79,599 shares
    Change vs previous 13F -7,351 shares

    0.19% of the 13F portfolio, value $6,273,197.

    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 86,950 shares
    Change vs previous 13F -8,060 shares

    0.24% of the 13F portfolio, value $8,025,485.

    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 95,010 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,856,911.

    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).