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RITHOLTZ WEALTH MANAGEMENT: IMO position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 54,350 IMO 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 54,350 shares
    Change vs previous 13F -449 shares

    0.09% of the 13F portfolio, value $6,088,328.

    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 54,799 shares
    Change vs previous 13F -5,116 shares

    0.12% of the 13F portfolio, value $7,168,746.

    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 59,915 shares
    Change vs previous 13F -7,757 shares

    0.09% of the 13F portfolio, value $5,171,255.

    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 67,672 shares
    Change vs previous 13F +729 shares

    0.12% of the 13F portfolio, value $6,140,516.

    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 66,943 shares
    Change vs previous 13F +1,696 shares

    0.12% of the 13F portfolio, value $5,320,608.

    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 65,247 shares
    Change vs previous 13F +7,958 shares

    0.14% of the 13F portfolio, value $4,718,676.

    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 57,289 shares
    Change vs previous 13F -2,437 shares

    0.1% of the 13F portfolio, value $3,528,994.

    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 59,726 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,207,669.

    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).