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RITHOLTZ WEALTH MANAGEMENT: IGSB position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 858,952 IGSB 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 858,952 shares
    Change vs previous 13F +37,902 shares

    0.67% of the 13F portfolio, value $45,017,673.

    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 821,050 shares
    Change vs previous 13F +41,367 shares

    0.75% of the 13F portfolio, value $43,154,407.

    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 779,683 shares
    Change vs previous 13F +23,531 shares

    0.75% of the 13F portfolio, value $41,229,656.

    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 756,152 shares
    Change vs previous 13F -18,508 shares

    0.78% of the 13F portfolio, value $40,098,766.

    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 774,660 shares
    Change vs previous 13F -45,314 shares

    0.9% of the 13F portfolio, value $40,871,051.

    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 819,974 shares
    Change vs previous 13F +187,226 shares

    1.28% of the 13F portfolio, value $42,942,021.

    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 632,748 shares
    Change vs previous 13F +39,079 shares

    0.96% of the 13F portfolio, value $32,713,072.

    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 593,669 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $31,262,589.

    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).