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RITHOLTZ WEALTH MANAGEMENT: DFUV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 6,680 DFUV 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 6,680 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $367,467.

    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 6,680 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $323,713.

    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 6,654 shares
    Change vs previous 13F +1,245 shares

    0.01% of the 13F portfolio, value $310,010.

    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 5,409 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $241,728.

    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 5,530 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $233,808.

    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 5,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,891.

    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).