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RITHOLTZ WEALTH MANAGEMENT: QQQ position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 338,708 QQQ 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 338,708 shares
    Change vs previous 13F +34,308 shares

    3.72% of the 13F portfolio, value $249,424,718.

    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 304,400 shares
    Change vs previous 13F -83,175 shares

    3.05% of the 13F portfolio, value $175,693,530.

    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 387,575 shares
    Change vs previous 13F -1,674 shares

    4.35% of the 13F portfolio, value $238,091,158.

    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 389,249 shares
    Change vs previous 13F +6,413 shares

    4.54% of the 13F portfolio, value $233,693,565.

    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 382,836 shares
    Change vs previous 13F +323,231 shares

    4.66% of the 13F portfolio, value $211,187,824.

    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 59,605 shares
    Change vs previous 13F -361,489 shares

    0.84% of the 13F portfolio, value $27,949,790.

    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 421,094 shares
    Change vs previous 13F +8,675 shares

    6.32% of the 13F portfolio, value $215,276,053.

    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 412,419 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $201,289,534.

    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).