RITHOLTZ WEALTH MANAGEMENT: INDV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 121,304 INDV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F/A 121,304 shares
Change vs previous 13F +6,526 shares
0.07% of the 13F portfolio, value $4,977,103.
13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 114,778 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $3,498,433.
13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).