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RITHOLTZ WEALTH MANAGEMENT: FUNC position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 5,813 FUNC 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 5,813 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $256,407.

    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 6,907 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $253,059.

    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 7,104 shares
    Change vs previous 13F -1,330 shares

    <0.01% of the 13F portfolio, value $265,987.

    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 8,434 shares
    Change vs previous 13F -1,577 shares

    0.01% of the 13F portfolio, value $310,106.

    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 10,011 shares
    Change vs previous 13F -5,686 shares

    0.01% of the 13F portfolio, value $310,454.

    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 15,697 shares
    Change vs previous 13F -5,089 shares

    0.01% of the 13F portfolio, value $471,222.

    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 20,786 shares
    Change vs previous 13F +5,374 shares

    0.02% of the 13F portfolio, value $700,681.

    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 15,412 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,882.

    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).