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RITHOLTZ WEALTH MANAGEMENT: CZWI position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 52,107 CZWI 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 52,107 shares
    Change vs previous 13F +4,917 shares

    0.02% of the 13F portfolio, value $1,218,792.

    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 47,190 shares
    Change vs previous 13F +13,072 shares

    0.02% of the 13F portfolio, value $934,358.

    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 34,118 shares
    Change vs previous 13F +1,268 shares

    0.01% of the 13F portfolio, value $607,986.

    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 32,850 shares
    Change vs previous 13F -6,001 shares

    0.01% of the 13F portfolio, value $527,903.

    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 38,851 shares
    Change vs previous 13F +684 shares

    0.01% of the 13F portfolio, value $536,146.

    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 38,167 shares
    Change vs previous 13F +23,451 shares

    0.02% of the 13F portfolio, value $548,836.

    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 14,716 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,719.

    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).