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RITHOLTZ WEALTH MANAGEMENT: DFSV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 4,069,099 DFSV 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 4,069,099 shares
    Change vs previous 13F +211,591 shares

    2.35% of the 13F portfolio, value $157,840,339.

    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 3,857,508 shares
    Change vs previous 13F +239,097 shares

    2.34% of the 13F portfolio, value $135,167,078.

    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 3,618,411 shares
    Change vs previous 13F +168,712 shares

    2.17% of the 13F portfolio, value $119,009,543.

    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 3,449,699 shares
    Change vs previous 13F +238,872 shares

    2.14% of the 13F portfolio, value $109,838,406.

    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 3,210,827 shares
    Change vs previous 13F +758,884 shares

    2.09% of the 13F portfolio, value $94,494,649.

    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 2,451,943 shares
    Change vs previous 13F +342,866 shares

    2.06% of the 13F portfolio, value $69,022,193.

    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 2,109,077 shares
    Change vs previous 13F +78,559 shares

    1.91% of the 13F portfolio, value $64,917,375.

    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 2,030,518 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $62,539,960.

    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).