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RITHOLTZ WEALTH MANAGEMENT: EQH position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 24,006 EQH 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 24,006 shares
    Change vs previous 13F -770 shares

    0.02% of the 13F portfolio, value $1,053,387.

    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 24,776 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $919,452.

    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 24,586 shares
    Change vs previous 13F -5,453 shares

    0.02% of the 13F portfolio, value $1,171,545.

    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 30,039 shares
    Change vs previous 13F -768 shares

    0.03% of the 13F portfolio, value $1,525,396.

    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 30,807 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $1,728,254.

    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 30,791 shares
    Change vs previous 13F +1,938 shares

    0.05% of the 13F portfolio, value $1,603,924.

    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 28,853 shares
    Change vs previous 13F +3,843 shares

    0.04% of the 13F portfolio, value $1,360,997.

    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 25,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,051,190.

    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).