Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: UMBF position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 2,108 UMBF 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 2,108 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $300,938.

    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 1,998 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $225,354.

    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 1,846 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $212,364.

    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 1,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,119.

    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).