Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: FEZ position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 41,658 FEZ 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 41,658 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $2,861,041.

    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 41,657 shares
    Change vs previous 13F +47 shares

    0.04% of the 13F portfolio, value $2,586,067.

    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 41,610 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,679,268.

    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 41,610 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $2,584,813.

    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 41,623 shares
    Change vs previous 13F -650 shares

    0.05% of the 13F portfolio, value $2,486,142.

    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 42,273 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,300,074.

    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 42,273 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $2,035,445.

    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 42,407 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,257,749.

    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).