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B. Riley Wealth Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 336,396 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 336,396 shares
    Change vs previous 13F +108,669 shares

    4.43% of the 13F portfolio, value $112,026,502.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 227,727 shares
    Change vs previous 13F +4,515 shares

    3.5% of the 13F portfolio, value $64,159,721.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 223,212 shares
    Change vs previous 13F -110,729 shares

    3.56% of the 13F portfolio, value $55,050,792.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 333,941 shares
    Change vs previous 13F -17,850 shares

    4.29% of the 13F portfolio, value $90,785,157.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 351,791 shares
    Change vs previous 13F -26,818 shares

    4.3% of the 13F portfolio, value $89,576,552.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 378,609 shares
    Change vs previous 13F -278,911 shares

    3.77% of the 13F portfolio, value $77,679,234.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 657,520 shares
    Change vs previous 13F -9,962 shares

    4.44% of the 13F portfolio, value $146,054,985.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 667,482 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $167,150,859.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).