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RITHOLTZ WEALTH MANAGEMENT: NWG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 435,479 NWG 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 435,479 shares
    Change vs previous 13F +14,767 shares

    0.11% of the 13F portfolio, value $7,677,496.

    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 420,712 shares
    Change vs previous 13F +32,314 shares

    0.11% of the 13F portfolio, value $6,268,608.

    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 388,398 shares
    Change vs previous 13F +45,776 shares

    0.12% of the 13F portfolio, value $6,796,964.

    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 342,622 shares
    Change vs previous 13F +45,039 shares

    0.09% of the 13F portfolio, value $4,848,101.

    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 297,583 shares
    Change vs previous 13F +77,536 shares

    0.09% of the 13F portfolio, value $4,210,802.

    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 220,047 shares
    Change vs previous 13F +15,534 shares

    0.08% of the 13F portfolio, value $2,622,958.

    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 204,513 shares
    Change vs previous 13F +73,934 shares

    0.06% of the 13F portfolio, value $2,079,896.

    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 130,579 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,222,218.

    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).