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RITHOLTZ WEALTH MANAGEMENT: SUB position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 267,213 SUB 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 267,213 shares
    Change vs previous 13F -4,043 shares

    0.42% of the 13F portfolio, value $28,450,149.

    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 271,256 shares
    Change vs previous 13F +9,826 shares

    0.5% of the 13F portfolio, value $28,888,817.

    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 261,430 shares
    Change vs previous 13F +2,343 shares

    0.51% of the 13F portfolio, value $27,894,580.

    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 259,087 shares
    Change vs previous 13F +4,770 shares

    0.54% of the 13F portfolio, value $27,665,350.

    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 254,317 shares
    Change vs previous 13F +5,245 shares

    0.6% of the 13F portfolio, value $27,044,091.

    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 249,072 shares
    Change vs previous 13F +23,790 shares

    0.79% of the 13F portfolio, value $26,302,045.

    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 225,282 shares
    Change vs previous 13F +3,556 shares

    0.7% of the 13F portfolio, value $23,762,761.

    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 221,726 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $23,545,094.

    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).