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RITHOLTZ WEALTH MANAGEMENT: KB position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 55,107 KB 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 55,107 shares
    Change vs previous 13F +2,075 shares

    0.09% of the 13F portfolio, value $5,784,042.

    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 53,032 shares
    Change vs previous 13F +2,620 shares

    0.09% of the 13F portfolio, value $5,288,899.

    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 50,412 shares
    Change vs previous 13F +481 shares

    0.08% of the 13F portfolio, value $4,337,463.

    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 49,931 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $4,139,794.

    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 49,892 shares
    Change vs previous 13F -2,200 shares

    0.09% of the 13F portfolio, value $4,120,574.

    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 52,092 shares
    Change vs previous 13F -7,307 shares

    0.08% of the 13F portfolio, value $2,818,702.

    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 59,399 shares
    Change vs previous 13F -595 shares

    0.1% of the 13F portfolio, value $3,379,807.

    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 59,994 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,704,648.

    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).