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RITHOLTZ WEALTH MANAGEMENT: FINV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 14,133 FINV 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 14,133 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $67,695.

    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 14,128 shares
    Change vs previous 13F -1,307 shares

    <0.01% of the 13F portfolio, value $67,675.

    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 15,435 shares
    Change vs previous 13F -1,451 shares

    <0.01% of the 13F portfolio, value $80,727.

    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 16,886 shares
    Change vs previous 13F -277 shares

    <0.01% of the 13F portfolio, value $124,453.

    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 17,163 shares
    Change vs previous 13F +1,205 shares

    <0.01% of the 13F portfolio, value $162,709.

    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 15,958 shares
    Change vs previous 13F -1,867 shares

    <0.01% of the 13F portfolio, value $153,671.

    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 17,825 shares
    Change vs previous 13F -1,205 shares

    <0.01% of the 13F portfolio, value $121,029.

    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 19,030 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,603.

    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).