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RITHOLTZ WEALTH MANAGEMENT: IDCC position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 25,320 IDCC 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 25,320 shares
    Change vs previous 13F -2,479 shares

    0.11% of the 13F portfolio, value $7,168,742.

    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 27,799 shares
    Change vs previous 13F -1,024 shares

    0.15% of the 13F portfolio, value $8,395,356.

    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 28,823 shares
    Change vs previous 13F -1,403 shares

    0.17% of the 13F portfolio, value $9,176,634.

    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 30,226 shares
    Change vs previous 13F -935 shares

    0.2% of the 13F portfolio, value $10,434,790.

    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 31,161 shares
    Change vs previous 13F +768 shares

    0.15% of the 13F portfolio, value $6,987,342.

    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 30,393 shares
    Change vs previous 13F +2,866 shares

    0.19% of the 13F portfolio, value $6,283,729.

    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 27,527 shares
    Change vs previous 13F +3,205 shares

    0.16% of the 13F portfolio, value $5,332,489.

    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 24,322 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,444,672.

    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).