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RITHOLTZ WEALTH MANAGEMENT: WSM position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 8,129 WSM 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 8,129 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $1,894,807.

    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 8,201 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $1,495,285.

    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 8,290 shares
    Change vs previous 13F +861 shares

    0.03% of the 13F portfolio, value $1,480,438.

    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 7,429 shares
    Change vs previous 13F -1,209 shares

    0.03% of the 13F portfolio, value $1,452,022.

    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 8,638 shares
    Change vs previous 13F -5,493 shares

    0.03% of the 13F portfolio, value $1,411,156.

    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 14,131 shares
    Change vs previous 13F -616 shares

    0.07% of the 13F portfolio, value $2,234,075.

    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 14,747 shares
    Change vs previous 13F -948 shares

    0.08% of the 13F portfolio, value $2,730,932.

    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 15,695 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,431,455.

    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).