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RITHOLTZ WEALTH MANAGEMENT: WFC position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 90,739 WFC 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 90,739 shares
    Change vs previous 13F +4,907 shares

    0.11% of the 13F portfolio, value $7,498,669.

    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 85,832 shares
    Change vs previous 13F -503 shares

    0.12% of the 13F portfolio, value $6,833,108.

    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 86,335 shares
    Change vs previous 13F +3,018 shares

    0.15% of the 13F portfolio, value $8,046,464.

    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 83,317 shares
    Change vs previous 13F +4,597 shares

    0.14% of the 13F portfolio, value $6,983,616.

    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 78,720 shares
    Change vs previous 13F +8,422 shares

    0.14% of the 13F portfolio, value $6,307,056.

    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 70,298 shares
    Change vs previous 13F +4,209 shares

    0.15% of the 13F portfolio, value $5,046,721.

    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 66,089 shares
    Change vs previous 13F +7,954 shares

    0.14% of the 13F portfolio, value $4,642,100.

    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 58,135 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,284,071.

    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).