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RITHOLTZ WEALTH MANAGEMENT: CX position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 263,239 CX 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 263,239 shares
    Change vs previous 13F -17,899 shares

    0.05% of the 13F portfolio, value $3,158,867.

    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 281,138 shares
    Change vs previous 13F -522 shares

    0.06% of the 13F portfolio, value $3,216,218.

    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 281,660 shares
    Change vs previous 13F +28,366 shares

    0.06% of the 13F portfolio, value $3,236,268.

    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 253,294 shares
    Change vs previous 13F +20,234 shares

    0.04% of the 13F portfolio, value $2,277,114.

    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 233,060 shares
    Change vs previous 13F +70,534 shares

    0.04% of the 13F portfolio, value $1,615,104.

    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 162,526 shares
    Change vs previous 13F +17,705 shares

    0.03% of the 13F portfolio, value $911,768.

    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 144,821 shares
    Change vs previous 13F -1,697 shares

    0.02% of the 13F portfolio, value $816,788.

    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 146,518 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $893,758.

    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).