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RITHOLTZ WEALTH MANAGEMENT: SLYV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 68,241 SLYV 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 68,241 shares
    Change vs previous 13F +1,769 shares

    0.11% of the 13F portfolio, value $7,445,810.

    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 66,472 shares
    Change vs previous 13F -77 shares

    0.11% of the 13F portfolio, value $6,286,920.

    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 66,549 shares
    Change vs previous 13F -239 shares

    0.11% of the 13F portfolio, value $6,053,988.

    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 66,788 shares
    Change vs previous 13F -775 shares

    0.12% of the 13F portfolio, value $5,920,788.

    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 67,563 shares
    Change vs previous 13F +9,713 shares

    0.12% of the 13F portfolio, value $5,388,803.

    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 57,850 shares
    Change vs previous 13F -925 shares

    0.14% of the 13F portfolio, value $4,535,455.

    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 58,775 shares
    Change vs previous 13F -188 shares

    0.15% of the 13F portfolio, value $5,128,145.

    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 58,963 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,119,175.

    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).