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RITHOLTZ WEALTH MANAGEMENT: STIP position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 2,522,612 STIP 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 2,522,612 shares
    Change vs previous 13F +112,809 shares

    3.84% of the 13F portfolio, value $257,710,078.

    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 2,409,803 shares
    Change vs previous 13F +153,948 shares

    4.32% of the 13F portfolio, value $249,245,961.

    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 2,255,855 shares
    Change vs previous 13F +109,416 shares

    4.22% of the 13F portfolio, value $230,977,012.

    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 2,146,439 shares
    Change vs previous 13F +121,719 shares

    4.31% of the 13F portfolio, value $221,855,963.

    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 2,024,720 shares
    Change vs previous 13F +247,269 shares

    4.6% of the 13F portfolio, value $208,363,948.

    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 1,777,451 shares
    Change vs previous 13F +205,304 shares

    5.49% of the 13F portfolio, value $183,912,825.

    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 1,572,147 shares
    Change vs previous 13F +59,199 shares

    4.65% of the 13F portfolio, value $158,158,026.

    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 1,512,948 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $153,291,926.

    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).