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

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

B. Riley Wealth Advisors, Inc. held 2,199 ADI 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 2,199 shares
    Change vs previous 13F -181 shares

    0.03% of the 13F portfolio, value $872,238.

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

  2. period ended2026-06-30
    13F 2,380 shares
    Change vs previous 13F +128 shares

    0.05% of the 13F portfolio, value $932,491.

    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 2,252 shares
    Change vs previous 13F -359 shares

    0.04% of the 13F portfolio, value $682,700.

    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 2,611 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $708,163.

    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 2,710 shares
    Change vs previous 13F -1,025 shares

    0.03% of the 13F portfolio, value $665,953.

    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 3,735 shares
    Change vs previous 13F -6,471 shares

    0.04% of the 13F portfolio, value $889,028.

    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 10,206 shares
    Change vs previous 13F +2,346 shares

    0.06% of the 13F portfolio, value $2,058,217.

    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 7,860 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,669,994.

    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).