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RITHOLTZ WEALTH MANAGEMENT: SPBO position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 88,982 SPBO 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 88,982 shares
    Change vs previous 13F -11,253 shares

    0.04% of the 13F portfolio, value $2,584,032.

    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 100,235 shares
    Change vs previous 13F +19,451 shares

    0.05% of the 13F portfolio, value $2,909,820.

    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 80,784 shares
    Change vs previous 13F +471 shares

    0.04% of the 13F portfolio, value $2,370,194.

    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 80,313 shares
    Change vs previous 13F +2,172 shares

    0.05% of the 13F portfolio, value $2,379,682.

    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 78,141 shares
    Change vs previous 13F +37,242 shares

    0.05% of the 13F portfolio, value $2,283,293.

    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 40,899 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,187,298.

    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).