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RITHOLTZ WEALTH MANAGEMENT: OC position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 9,944 OC 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 9,944 shares
    Change vs previous 13F +277 shares

    0.02% of the 13F portfolio, value $1,580,683.

    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 9,667 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $1,046,164.

    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 10,213 shares
    Change vs previous 13F -2,052 shares

    0.02% of the 13F portfolio, value $1,142,964.

    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 12,265 shares
    Change vs previous 13F -3,725 shares

    0.03% of the 13F portfolio, value $1,734,999.

    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 15,990 shares
    Change vs previous 13F -1,623 shares

    0.05% of the 13F portfolio, value $2,198,885.

    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 17,613 shares
    Change vs previous 13F +1,214 shares

    0.08% of the 13F portfolio, value $2,515,428.

    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 16,399 shares
    Change vs previous 13F +466 shares

    0.08% of the 13F portfolio, value $2,793,083.

    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 15,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,812,507.

    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).