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RITHOLTZ WEALTH MANAGEMENT: SHV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 31,566 SHV 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 31,566 shares
    Change vs previous 13F +2,886 shares

    0.05% of the 13F portfolio, value $3,483,281.

    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 28,680 shares
    Change vs previous 13F +606 shares

    0.05% of the 13F portfolio, value $3,166,035.

    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 28,074 shares
    Change vs previous 13F +1,042 shares

    0.06% of the 13F portfolio, value $3,092,303.

    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 27,032 shares
    Change vs previous 13F -10,746 shares

    0.06% of the 13F portfolio, value $2,986,732.

    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 37,778 shares
    Change vs previous 13F -11,330 shares

    0.09% of the 13F portfolio, value $4,171,430.

    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 49,108 shares
    Change vs previous 13F +350 shares

    0.16% of the 13F portfolio, value $5,424,489.

    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 48,758 shares
    Change vs previous 13F -681 shares

    0.16% of the 13F portfolio, value $5,368,767.

    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 49,439 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,469,458.

    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).