Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: SHW position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 6,934 SHW 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 6,934 shares
    Change vs previous 13F -1,724 shares

    0.04% of the 13F portfolio, value $2,387,488.

    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 8,658 shares
    Change vs previous 13F +306 shares

    0.05% of the 13F portfolio, value $2,775,209.

    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 8,352 shares
    Change vs previous 13F -1,412 shares

    0.05% of the 13F portfolio, value $2,706,208.

    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 9,764 shares
    Change vs previous 13F -2,022 shares

    0.07% of the 13F portfolio, value $3,380,922.

    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 11,786 shares
    Change vs previous 13F +3,217 shares

    0.09% of the 13F portfolio, value $4,046,842.

    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 8,569 shares
    Change vs previous 13F -826 shares

    0.09% of the 13F portfolio, value $2,992,335.

    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 9,395 shares
    Change vs previous 13F +67 shares

    0.09% of the 13F portfolio, value $3,193,565.

    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 9,328 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,560,346.

    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).