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RITHOLTZ WEALTH MANAGEMENT: IBIT position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 365,810 IBIT 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 365,810 shares
    Change vs previous 13F +6,508 shares

    0.18% of the 13F portfolio, value $12,177,808.

    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 359,302 shares
    Change vs previous 13F +11,600 shares

    0.24% of the 13F portfolio, value $13,804,398.

    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 347,702 shares
    Change vs previous 13F +320,310 shares

    0.32% of the 13F portfolio, value $17,263,415.

    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 27,392 shares
    Change vs previous 13F +17,616 shares

    0.03% of the 13F portfolio, value $1,780,455.

    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 9,776 shares
    Change vs previous 13F +4,916 shares

    0.01% of the 13F portfolio, value $598,389.

    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 4,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,475.

    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).