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RITHOLTZ WEALTH MANAGEMENT: MLI position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 93,070 MLI 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 93,070 shares
    Change vs previous 13F +5,405 shares

    0.17% of the 13F portfolio, value $11,441,114.

    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 87,665 shares
    Change vs previous 13F +5,394 shares

    0.17% of the 13F portfolio, value $9,713,277.

    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 82,271 shares
    Change vs previous 13F +12,980 shares

    0.17% of the 13F portfolio, value $9,444,688.

    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 69,291 shares
    Change vs previous 13F +1,788 shares

    0.14% of the 13F portfolio, value $7,005,988.

    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 67,503 shares
    Change vs previous 13F -904 shares

    0.12% of the 13F portfolio, value $5,364,498.

    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 68,407 shares
    Change vs previous 13F +58 shares

    0.16% of the 13F portfolio, value $5,208,492.

    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 68,349 shares
    Change vs previous 13F -816 shares

    0.16% of the 13F portfolio, value $5,424,140.

    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 69,165 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,125,120.

    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).