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RITHOLTZ WEALTH MANAGEMENT: WF position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 42,830 WF 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 42,830 shares
    Change vs previous 13F +829 shares

    0.04% of the 13F portfolio, value $2,458,439.

    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 42,001 shares
    Change vs previous 13F +2,449 shares

    0.05% of the 13F portfolio, value $2,797,289.

    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 39,552 shares
    Change vs previous 13F +554 shares

    0.04% of the 13F portfolio, value $2,325,237.

    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 38,998 shares
    Change vs previous 13F +2,827 shares

    0.04% of the 13F portfolio, value $2,189,723.

    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 36,171 shares
    Change vs previous 13F +6,024 shares

    0.04% of the 13F portfolio, value $1,798,796.

    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 30,147 shares
    Change vs previous 13F -420 shares

    0.03% of the 13F portfolio, value $1,006,320.

    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 30,567 shares
    Change vs previous 13F +301 shares

    0.03% of the 13F portfolio, value $955,231.

    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 30,266 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,081,408.

    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).