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

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

B. Riley Wealth Advisors, Inc. held 2,014 ADP 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 2,014 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $519,775.

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

  2. period ended2026-06-30
    13F 1,915 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $430,888.

    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 1,969 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $404,532.

    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 2,207 shares
    Change vs previous 13F -146 shares

    0.03% of the 13F portfolio, value $567,809.

    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 2,353 shares
    Change vs previous 13F -1,211 shares

    0.03% of the 13F portfolio, value $690,608.

    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 3,564 shares
    Change vs previous 13F -14,212 shares

    0.05% of the 13F portfolio, value $1,099,060.

    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 17,776 shares
    Change vs previous 13F -1,130 shares

    0.17% of the 13F portfolio, value $5,430,980.

    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 18,906 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,563,528.

    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).