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RITHOLTZ WEALTH MANAGEMENT: UBS position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 158,219 UBS 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 158,219 shares
    Change vs previous 13F +2,981 shares

    0.12% of the 13F portfolio, value $7,841,317.

    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 155,238 shares
    Change vs previous 13F -73 shares

    0.11% of the 13F portfolio, value $6,065,141.

    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 155,311 shares
    Change vs previous 13F +10,194 shares

    0.13% of the 13F portfolio, value $7,192,443.

    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 145,117 shares
    Change vs previous 13F +886 shares

    0.12% of the 13F portfolio, value $5,949,788.

    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 144,231 shares
    Change vs previous 13F -37,059 shares

    0.11% of the 13F portfolio, value $4,877,885.

    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 181,290 shares
    Change vs previous 13F -25,513 shares

    0.17% of the 13F portfolio, value $5,552,918.

    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 206,803 shares
    Change vs previous 13F +29,367 shares

    0.18% of the 13F portfolio, value $6,270,278.

    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 177,436 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,484,532.

    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).