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RITHOLTZ WEALTH MANAGEMENT: PBR position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 203,544 PBR 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 203,544 shares
    Change vs previous 13F +485 shares

    0.05% of the 13F portfolio, value $3,289,271.

    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 203,059 shares
    Change vs previous 13F +19,168 shares

    0.07% of the 13F portfolio, value $4,213,481.

    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 183,891 shares
    Change vs previous 13F -13,729 shares

    0.04% of the 13F portfolio, value $2,179,104.

    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 197,620 shares
    Change vs previous 13F +11,855 shares

    0.05% of the 13F portfolio, value $2,501,875.

    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 185,765 shares
    Change vs previous 13F -5,650 shares

    0.05% of the 13F portfolio, value $2,323,914.

    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 191,415 shares
    Change vs previous 13F -25,747 shares

    0.08% of the 13F portfolio, value $2,744,885.

    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 217,162 shares
    Change vs previous 13F -21,742 shares

    0.08% of the 13F portfolio, value $2,792,707.

    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 238,904 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,442,609.

    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).