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RITHOLTZ WEALTH MANAGEMENT: WM position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 21,376 WM 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 21,376 shares
    Change vs previous 13F -1,419 shares

    0.07% of the 13F portfolio, value $4,764,388.

    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 22,795 shares
    Change vs previous 13F +2,158 shares

    0.09% of the 13F portfolio, value $5,238,147.

    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 20,637 shares
    Change vs previous 13F -1,329 shares

    0.08% of the 13F portfolio, value $4,534,142.

    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 21,966 shares
    Change vs previous 13F -477 shares

    0.09% of the 13F portfolio, value $4,850,801.

    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 22,443 shares
    Change vs previous 13F +1,986 shares

    0.11% of the 13F portfolio, value $5,135,489.

    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 20,457 shares
    Change vs previous 13F +1,702 shares

    0.14% of the 13F portfolio, value $4,735,992.

    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 18,755 shares
    Change vs previous 13F +348 shares

    0.11% of the 13F portfolio, value $3,784,560.

    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 18,407 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,821,336.

    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).