Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: SHY position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 25,555 SHY 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 25,555 shares
    Change vs previous 13F -2,039 shares

    0.03% of the 13F portfolio, value $2,098,290.

    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 27,594 shares
    Change vs previous 13F -8,476 shares

    0.04% of the 13F portfolio, value $2,278,419.

    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 36,070 shares
    Change vs previous 13F -64,358 shares

    0.05% of the 13F portfolio, value $2,987,314.

    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 100,428 shares
    Change vs previous 13F +2,080 shares

    0.16% of the 13F portfolio, value $8,331,507.

    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 98,348 shares
    Change vs previous 13F -16,999 shares

    0.18% of the 13F portfolio, value $8,149,154.

    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 115,347 shares
    Change vs previous 13F +21,189 shares

    0.29% of the 13F portfolio, value $9,542,624.

    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 94,158 shares
    Change vs previous 13F -3,825 shares

    0.23% of the 13F portfolio, value $7,719,056.

    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 97,983 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,147,323.

    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).