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RITHOLTZ WEALTH MANAGEMENT: HRB position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 22,013 HRB 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 22,013 shares
    Change vs previous 13F +1,801 shares

    0.01% of the 13F portfolio, value $838,250.

    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 20,212 shares
    Change vs previous 13F -10,100 shares

    0.01% of the 13F portfolio, value $641,538.

    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 30,312 shares
    Change vs previous 13F -816 shares

    0.02% of the 13F portfolio, value $1,321,011.

    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 31,128 shares
    Change vs previous 13F -1,153 shares

    0.03% of the 13F portfolio, value $1,574,138.

    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 32,281 shares
    Change vs previous 13F -324 shares

    0.04% of the 13F portfolio, value $1,771,880.

    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 32,605 shares
    Change vs previous 13F +410 shares

    0.05% of the 13F portfolio, value $1,790,314.

    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 32,195 shares
    Change vs previous 13F -2,659 shares

    0.05% of the 13F portfolio, value $1,701,179.

    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 34,854 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,214,966.

    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).