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RITHOLTZ WEALTH MANAGEMENT: SEI position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 82,981 SEI 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 82,981 shares
    Change vs previous 13F -4,388 shares

    0.1% of the 13F portfolio, value $6,676,677.

    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 87,369 shares
    Change vs previous 13F -15,282 shares

    0.09% of the 13F portfolio, value $4,937,240.

    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 102,651 shares
    Change vs previous 13F -31,066 shares

    0.09% of the 13F portfolio, value $4,718,871.

    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 133,717 shares
    Change vs previous 13F +539 shares

    0.1% of the 13F portfolio, value $5,344,654.

    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 133,178 shares
    Change vs previous 13F +5,252 shares

    0.08% of the 13F portfolio, value $3,767,595.

    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 127,926 shares
    Change vs previous 13F +15,010 shares

    0.08% of the 13F portfolio, value $2,783,666.

    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 112,916 shares
    Change vs previous 13F +90,696 shares

    0.1% of the 13F portfolio, value $3,249,726.

    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 22,220 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $283,527.

    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).