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RITHOLTZ WEALTH MANAGEMENT: SHG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 86,477 SHG 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 86,477 shares
    Change vs previous 13F +5,459 shares

    0.08% of the 13F portfolio, value $5,469,668.

    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 81,018 shares
    Change vs previous 13F +4,124 shares

    0.09% of the 13F portfolio, value $4,968,048.

    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 76,894 shares
    Change vs previous 13F +1,997 shares

    0.08% of the 13F portfolio, value $4,123,846.

    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 74,897 shares
    Change vs previous 13F +3,754 shares

    0.07% of the 13F portfolio, value $3,772,576.

    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 71,143 shares
    Change vs previous 13F +3,187 shares

    0.07% of the 13F portfolio, value $3,214,219.

    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 67,956 shares
    Change vs previous 13F -8,589 shares

    0.07% of the 13F portfolio, value $2,180,024.

    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 76,545 shares
    Change vs previous 13F -2,338 shares

    0.07% of the 13F portfolio, value $2,516,808.

    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 78,883 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,342,254.

    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).